Investment Presentation





Dear Glenn, fellow Knights, and Liz

The Knights of Columbus are cordially inviting everyone to attend a very special on-line virtual presentation on Friday, October 28 at 7:30PM.  Please share this invitation with anyone via Flock notes, and church pulpit announcements, etc., as the presentation is open to all who are interested in Purpose Driven investing and retirement strategies.

Joe Jordan will be the presenter and is a recognized leader in the financial services industry and is also a brother Knight.  I believe that his perspective (and personality) will make for a great evening.

For your convenience, I’ve attached a flyer (the registration link is in this email). Below is a brief bio on Joe Jordan as well.  Again, please share this invitation with anyone you wish (ALL ARE WELCOME.)
Registration Link: https://tinyurl.com/4xtv5shw 
Sincerely, 
Rick Graff

Bio:
Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance. The book has sold over 125,000 copies, is translated in five languages and was featured in Nick Murray's "The Advisor's Essential Library." He has given hundreds of presentations to over 400,000 financial professionals in 28 countries around the world.

Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street." He was inducted into the Fordham Football Hall of Fame and has played rugby for the New York Athletic Club for 30 years.



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