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!