Lukens Financial to Host First ‘Seminar for Eight' for Select Group of Radio Respondents

Breaking ground with a new concept for the financial planning industry, Lukens Financial Group is hosting a retirement planning conference and limiting the number of attendees to eight. The conference is being promoted on a local radio station and hopeful guests must register in advance for the event which is being held in an undisclosed location in the city of Denver.

The round-table style conference, to be led by firm principal Philip D. Lukens will have three other guest speakers, attorney Frank Danzo, a mortgage specialist and a Certified Public Accountant plus other Lukens Financial staff members. No financial service or insurance companies will be represented at the conference which has been designed to provide an unbiased client-centric approach to long-term financial planning. If guests choose to do so, they will be able to speak freely about their retirement goals and concerns or simply listen to the presentation before scheduling a financial-planning discussion. The guest list for the seminar will remain confidential and there is no obligation to become a Lukens Financial client or to schedule a subsequent appointment.

“I’m not aware of any other financial planning office offering such an intimate gathering for people who are not yet clients and promoted in such a fashion,” says Philip D. Lukens, principal and founder of Lukens Financial Group. As a full-service, independent wealth-management firm Lukens Financial is able to offer clients the most efficient and comprehensive financial solutions available. Lukens Financial regularly assists clients with retirement planning, long-term care, insurance, annuities, college planning and wealth transfer (estate planning) issues.

“Unlike a bank, insurance or brokerage firm representative, we’re not bound by any type of list when selecting solutions for clients as many of our competitors are,” says Lukens. “As independent financial advisors, we routinely select the most efficient and cost-effective solutions for our clients. We’re free to choose from almost any provider in the country. Similarly, we can choose among the area’s best when an outside professional such as an estate-planning attorney, accountant or insurance expert is needed. This puts the most comprehensive solutions behind our clients and helps them reach their goals.”

For further information or to speak with Philip D. Lukens, members of the media may contact: jfinora@optonline.net.