Coffee & Money Chat – One-on-One Q&A with a Financial Advisor
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Have questions about retirement, investing, or just managing your finances — but don’t know where to start? I’m David McEntire, a local financial advisor, and I’m hosting a relaxed one-on-one event where we can sit down together over coffee and talk about what matters to you. No sales pitch — just honest, helpful guidance.
Whether you're in your 20s or already retired, this event is for anyone who wants to feel more confident and in control of their financial future.
✅ Not sure when to take Social Security?
✅ Wondering how to organize your retirement accounts?
✅ Starting fresh and just want to make smart decisions?
Come grab a free coffee, enjoy a pastry on us, and let’s chat. Each spot is a casual 15-minute one-on-one session — designed to give you clarity, not confusion.
✔️ Free coffee and pastry for guests
✔️ 15-minute one-on-one financial Q&A
✔️ Open to all ages and stages of life
✔️ No pressure – just real answers
👉 Spots are limited — reserve yours by booking a time through the Calendly link in this event.
https://calendly.com/davidmcentire/coffeeandmoneychat
Whether you're in your 20s or already retired, this event is for anyone who wants to feel more confident and in control of their financial future.
✅ Not sure when to take Social Security?
✅ Wondering how to organize your retirement accounts?
✅ Starting fresh and just want to make smart decisions?
Come grab a free coffee, enjoy a pastry on us, and let’s chat. Each spot is a casual 15-minute one-on-one session — designed to give you clarity, not confusion.
✔️ Free coffee and pastry for guests
✔️ 15-minute one-on-one financial Q&A
✔️ Open to all ages and stages of life
✔️ No pressure – just real answers
👉 Spots are limited — reserve yours by booking a time through the Calendly link in this event.
https://calendly.com/davidmcentire/coffeeandmoneychat
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