Jacobs Financial Services logo featuring a shield design with red and white stripes and blue background, representing financial education and retirement planning.
We help our clients minimize their risk and maximize their retirement
Let us provide lunch to your group and discuss how we can empower them to live out their retirement dreams, no matter what those dreams may be.
Lunch & Learn logo featuring bold text and a shield design, promoting Jacobs Financial Services' educational sessions on retirement planning and financial wellbeing.
Why Your Team Will Thank You
Treat your employees to more than just lunch - give them clarity, confidence, and a financial future they’ll feel good about.

Here’s why our Lunch & Learn sessions are a smart move for your team:

  • Reduce Financial Stress in the Workplace
  • Real Retirement Education - Not a Sales Pitch
  • Learn how to minimize risk and maximize retirement
  • Free Lunch, Zero Hassle
  • Shows You Care About Their Financial Wellbeing
Click Here to Schedule
Topics To Be Covered
  • 🛡️
    SAFETY

    How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.

  • 💰
    INCOME

    How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.

  • 📝
    LEGACY PLANNING

    Find out how to maximize what you leave behind—without letting taxes or market downturns take the first cut.

  • 📈
    INFLATION

    How to maintain purchasing power during this historic period of inflation.

  • 🌟
    CONFIDENCE TO SPEND

    Discover how to stop worrying and start enjoying retirement the way it was meant to be lived.

Lunch & Learn!
We can best help people who:
  • Are retiring within the next 5 years
  • Are 55-80 years old
  • Have saved at least $250,000 for retirement
  • Have an previous employer 401k/403b
To schedule contact:
Lynzie Vant Hul, Event Director
616-574-2024
lynzie@jacobsfs.com