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OUR SEMINARS


As the saying goes “There is no such thing as a free lunch”, please accept a delicious dinner in exchange for the most valuable commodity you have - your time. We encourage you to bring up to 3 adult guests, especially your spouse, to:

A Confident Future


Topics Covered:

 The 7 Common Financial Tools - suitability for retirement portfolio
 Risk vs. Safety - age appropriate decisions for your investments
 Social Security Benefits - how to retain more
 Long Term Care - resolving the dilemma
 Reverse Mortgages - the pros and cons

If you have money invested in 401(k)s, IRAs, Annuities, CDs, Stocks, Bonds, Mutual Funds, or any other Retirement Accounts, you really don’t want to miss this special event!

Seats fill up fast so call today! Reservations are subject to qualification.

Phone: (704) 531-9999 or (800) 753-9955