AFI Methodology | Lunch & Learn April 2025

We recently hosted an exclusive Lunch & Learn session, where we provided valuable insights into how we strategically manage our clients' financial accounts. This interactive event offered a behind-the-scenes look at our approach to financial planning, investment strategies, and personalized account management. Attendees enjoyed lunch on us while gaining expert knowledge from our team of experienced advisors. Whether they were clients, business partners, or simply interested in financial management, the session provided actionable takeaways to help them better understand and optimize their financial strategies.