I got a 'personal invite' to a financial services seminar, do they check your ID when you get there?

[irisblue]

I know 95% of these 'personal invites' are scams, but if I RSVP, do I have to show any ID besidrs the 'Personal Invitation?'

[3Hotdogs]

1. Seriously though, if you get one for elder law, go to it.

--assuming the presenter is knowledgeable. These can save you and your heirs $$.

[irisblue]

2. Already did the POA, Med POA

And all that other legal stuff.


Did you have to show a DL?

[CincyDem]

3. This will vary from advisor to advisor.

There’s no legal requirement. If you’ve got a postcard invite just take it. They may ask for DL but hey, we seniors can be forgetful. Lol

Some will ask. Most will just so damn happy that someone wants to listen they thank you for being there whoever you are.

[irisblue]

4. Thx so much

6

[unc70]

5. Does it come with lunch? A lot do

[irisblue]

6. This one is a dinner at a place I went to for an anniversary dinner 15 yrs ago

I could never afford the Roasted Salmon, Chicken Maradala or Beef Medallions

[No Vested Interest]

7. Realize that the dinner comes with a sales presentation, and making a sale

is the intent of those who invited you.
They are not interested in the pleasure of your company.
The dinner will likely be in a private room (if there is one) of the main establishment, rather than the main dining room
Even if you do not bite (figuratively) during their presentation, you can expect to hear from them into the future.

If you go, I hope you enjoy the dinner.

[irisblue]

8. Oh yeah I do

And I will likely lower my hearing aid volume. 👂🙉

[No Vested Interest]

9. LOL