Brought over from FWF and updated:
Update: meeting this week and will find out what it is.
A little mystery I’m spending some time thinking about and wanted some help with:
About 2 months ago a distant family member told me they wanted an hour or two of my time to discuss something very important to my financial future. This family member doesn’t even know what I do, where I or my wife work. I don’t think he even knows we own our own home. Def. doesn’t know about my retirement accounts, etc. I asked for more details and he told me he was able to give me a presentation on it during a weeknight but didn’t want to explain it without the full presentation. Sensing this was either 1) a RE pitch, or some kind of shared investment opportunity 2) An annuity or WL policy I just declined. As far as I know this relative is an accountant by nature, I don’t know if he started selling insurance or not.
Anyway since I figured it wasn’t worth my trouble I blew it off. I saw him last week and he said “hey you never talk to me anymore, I still want to tell you about that opportunity.” So I said “ok what’s the opportunity.” They said “I want to make you a lot of money.” (These types of phrases are extreme turn offs for me). No details other than there is a presentation at his house this Sunday.
So my question is: what could this be? The entire family was around when the discussion was going on, but no one gave me any info. I’m assuming he’s approached most/everyone in the family but I’ve never heard a peep about it from anyone. I’m not very close with my famil*y.