FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
I want to take a moment to express my gratitude for your continued support and business. You have been an integral part of my success, and I am honored to have you as a valued client.
To show my appreciation, I would like to invite you to an upcoming client appreciation event. This event will be an opportunity for me to connect with you in a more relaxed setting and express my thanks in person.
The event will take place on Thursday, August 17th from 6:30p-8:00p at The District. I have planned a fun-filled evening of food, drinks, and entertainment, and I hope you will be able to join me.
Please RSVP by Thursday, August 10th to let me know if you will be able to attend. I look forward to seeing you there and showing my appreciation for your partnership.
Thank you again for your support.