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Old 01-24-2010, 04:31 PM
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Gets Weekends Off
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Joined APC: Sep 2006
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Default FDX - investments

Anyone been to the Legacy presentation that Jetflyer has in his monthly newsletter???

Wondering if it was worth it and what it's all about??
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Old 01-24-2010, 05:39 PM
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Originally Posted by FedExBusBoy View Post
Anyone been to the Legacy presentation that Jetflyer has in his monthly newsletter???

Wondering if it was worth it and what it's all about??
Yes and Yes especially if you do not have a set investing strategy. They are a conservative firm and have a good reputation in the industry. That said they may not be your cup of tea, but a free meal is a free meal and they don't bug you afterward if you're not interested. Just as important is your estate plan and trusts etc. Hopefully you're up to date on that too. If not there is a really good guy in Memphis who teaches all over the country. If you are not here he can probably put you in touch with competent estate planners in your area.
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