This…is…TrueHolistic™ Jeopardy!

Our June Education Series features three of our Financial Planning teammates going head-to-head in the most intense trivia match of their lives!

The game board’s categories align with each piece of the TrueHolistic™ Planning Process: taxes, investments, insurance, estate planning, financial planning, and Medicare.

Each contestant carries extensive knowledge of these subjects. The game features one round of traditional Jeopardy and a Final Jeopardy question.

It is our privilege to provide a fun and engaging environment to learn more about financial planning during, “TrueHolistic™ Jeopardy!” Client First provides a monthly forum for clients to learn more about our strategies and their personal finances through the Lunch & Learn client education series, hosted at The Columbian in West Bend. Enjoy the digital presentation for this month's event!

This Presentation is part of our FREE Education Series. View more >

We help people secure the financial confidence they deserve.

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.