About a month ago, one of my coworkers invited a bunch of us to go to lunch with her...cheesesteaks from a place nearby for free, if we just sat and listened to a 15 minute spiel from an AmEx financial planner. She also said that the place made the best cheesesteaks she'd had since she left Philly, so hey, I was in. On top of that, I had actually just looked at Kevin and said (because I think about things like life insurance and financial plans and joint accounts a lot more often now) "We should talk to a fianancial planner soon", so it was kismet.
So we went and sat around some plastic tables, me and my boss and a bunch of other coworkers. We laughed a little at the goofy financial knowledge games that the guy had us play, but by the end of it, I figured hey, we might as well go in and talk to the guy and try and get stuff together since he's offering us a free consultation. Besides, he did buy us those awesome cheesesteaks.
A couple days later, Mr. AmEx gave me a call and we managed to pin down time when Kev and I would both be able to get to the office....in mid-May. In fact, it was scheduled for last Wednesday. We had scheduled it for a Wednesday because we figured by then we would be done with our Wednesday night bowling league and shifted over to our Tuesday night bowling league (man, do we belong in the Midwest or what?) But then kev decided that he wanted to bowl two nights a week, and I didn't realize there was going to be a conflict with our Super Financial Guru Meeting until like...two days before the meeting.
So I tried calling Mr. AmEx but the extension on his business card kept dumping me into someone else's voicemail. Since it was lunchtime, I figure he was just out of the office and maybe he had inherited someone else's extension and hadn't changed the voicemail for some reason, so I emailed him. No response appeared, so I figured I would try calling one more time before I went home that afternoon. This time I got a receptionist and when I asked for Mr. AmEx I received a very bored "He's no longer with us, would you like to speak to his manager?"
Uh, no, thanks Receptionist Barbie, I would NOT like to speak with his manager because things just got officially weird. I mean, hello! You'd think someone at the office would have checked the guy's calendar and called people he was supposed to meet with to tell him he'd elft. Of course, I have no idea if he left because he wanted to leave or if he left because he was run out of town for stealing clients' money. All I know is thank goodness I wasn't able to meet with the guy right away since my GOD, he probably would have cuased us to be even more broke than we already are.
Maybe he got fired for buying too many free cheesesteaks for people. Heh.
So we went and sat around some plastic tables, me and my boss and a bunch of other coworkers. We laughed a little at the goofy financial knowledge games that the guy had us play, but by the end of it, I figured hey, we might as well go in and talk to the guy and try and get stuff together since he's offering us a free consultation. Besides, he did buy us those awesome cheesesteaks.
A couple days later, Mr. AmEx gave me a call and we managed to pin down time when Kev and I would both be able to get to the office....in mid-May. In fact, it was scheduled for last Wednesday. We had scheduled it for a Wednesday because we figured by then we would be done with our Wednesday night bowling league and shifted over to our Tuesday night bowling league (man, do we belong in the Midwest or what?) But then kev decided that he wanted to bowl two nights a week, and I didn't realize there was going to be a conflict with our Super Financial Guru Meeting until like...two days before the meeting.
So I tried calling Mr. AmEx but the extension on his business card kept dumping me into someone else's voicemail. Since it was lunchtime, I figure he was just out of the office and maybe he had inherited someone else's extension and hadn't changed the voicemail for some reason, so I emailed him. No response appeared, so I figured I would try calling one more time before I went home that afternoon. This time I got a receptionist and when I asked for Mr. AmEx I received a very bored "He's no longer with us, would you like to speak to his manager?"
Uh, no, thanks Receptionist Barbie, I would NOT like to speak with his manager because things just got officially weird. I mean, hello! You'd think someone at the office would have checked the guy's calendar and called people he was supposed to meet with to tell him he'd elft. Of course, I have no idea if he left because he wanted to leave or if he left because he was run out of town for stealing clients' money. All I know is thank goodness I wasn't able to meet with the guy right away since my GOD, he probably would have cuased us to be even more broke than we already are.
Maybe he got fired for buying too many free cheesesteaks for people. Heh.
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