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irisblue

(34,324 posts) Wed Jun 5, 2019, 07:19 AM Jun 2019

1

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

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

9 replies

= new reply since forum marked as read

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I got a 'personal invite' to a financial services seminar, do they check your ID when you get there? (Original Post) irisblue Jun 2019 OP

Seriously though, if you get one for elder law, go to it. 3Hotdogs Jun 2019 #1

Already did the POA, Med POA irisblue Jun 2019 #2

This will vary from advisor to advisor. CincyDem Jun 2019 #3

Thx so much irisblue Jun 2019 #4

Does it come with lunch? A lot do unc70 Jun 2019 #5

This one is a dinner at a place I went to for an anniversary dinner 15 yrs ago irisblue Jun 2019 #6

Realize that the dinner comes with a sales presentation, and making a sale No Vested Interest Jun 2019 #7

Oh yeah I do irisblue Jun 2019 #8

LOL No Vested Interest Jun 2019 #9

3Hotdogs

(13,432 posts)

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

Reply to irisblue (Original post)

Wed Jun 5, 2019, 07:39 AM

Jun 2019

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

irisblue

(34,324 posts)

2. Already did the POA, Med POA

Reply to 3Hotdogs (Reply #1)

Wed Jun 5, 2019, 07:55 AM

Jun 2019

And all that other legal stuff.

Did you have to show a DL?

CincyDem

(6,953 posts)

3. This will vary from advisor to advisor.

Reply to irisblue (Reply #2)

Wed Jun 5, 2019, 08:11 AM

Jun 2019

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

(34,324 posts)

4. Thx so much

Reply to CincyDem (Reply #3)

Wed Jun 5, 2019, 08:15 AM

Jun 2019

6

unc70

(6,328 posts)

5. Does it come with lunch? A lot do

Reply to irisblue (Original post)

Wed Jun 5, 2019, 08:41 AM

Jun 2019

irisblue

(34,324 posts)

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

Reply to unc70 (Reply #5)

Wed Jun 5, 2019, 08:50 AM

Jun 2019

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

No Vested Interest

(5,199 posts)

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

Reply to irisblue (Original post)

Wed Jun 5, 2019, 04:15 PM

Jun 2019

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

(34,324 posts)

8. Oh yeah I do

Reply to No Vested Interest (Reply #7)

Wed Jun 5, 2019, 04:42 PM

Jun 2019

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

No Vested Interest

(5,199 posts)

9. LOL

Reply to irisblue (Reply #8)

Wed Jun 5, 2019, 04:45 PM

Jun 2019

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