"Understanding Different Retirement Strategies"
SPECIAL INVITATION
You and a guest are cordially invited to a special Complimentary Gourmet Meal immediately following our
"Understanding Different Retirement Strategies"
Presentation presented by Dean Stewart.
Expect to have a little fun and obtain some meaningful information with none of the usual financial doubletalk. There are no costs of any kind, and no obligation.
Tuesday
October 1, 2024
6:00pm
The Original Montgomery Inn
9440 Montgomery Road
Cincinnati, Ohio 45242
To help you know information beneficial to your retirement, we will present
"Understanding Different Retirement Strategies"
followed by a delicious meal.
You will learn about:
- How our clients have kept their money safe during market downturns.
- How to NEVER OUTLIVE your income during retirement.
- How to avoid taxes on IRA distributions.
- Where you should never put your IRA.
- Good versus BAD IRAs.
Space is limited, so please CALL
to confirm your reservation today
513-381-8888
Spouses Urged to Attend!
If you are uncomfortable with a small group setting, please mention you would prefer a private appointment or phone consultation.
When: Tuesday, October 1, 2024 - 6:00PM
Where: The Original Montgomery Inn 9440 Montgomery Rd Cincinnati, OH 45242
Host: Dean Stewart
Phone: 513-381-8888
"Understanding Different Retirement Strategies"
SPECIAL INVITATION
You and a guest are cordially invited to a special Complimentary Gourmet Meal immediately following our
"Understanding Different Retirement Strategies"
Presentation presented by Dean Stewart.
Expect to have a little fun and obtain some meaningful information with none of the usual financial doubletalk. There are no costs of any kind, and no obligation.
Tuesday
October 15, 2024
6:00pm
Red Lobster
616 Ohio Pike
Cincinnati, Ohio 45245
To help you know information beneficial to your retirement, we will present
"Understanding Different Retirement Strategies"
followed by a delicious meal.
You will learn about:
- How our clients have kept their money safe during market downturns.
- How to NEVER OUTLIVE your income during retirement.
- How to avoid taxes on IRA distributions.
- Ways to reduce your risk and keep more of your hard-earned money.
- INFLATION: How to maintain your purchasing power in retirement, despite rising inflation.
Space is limited, so please CALL
to confirm your reservation today
513-381-8888
Spouses Urged to Attend!
If you are uncomfortable with a small group setting, please mention you would prefer a private appointment or phone consultation.
When: Tuesday, October 15, 2024 - 6:00PM
Where: Red Lobster 616 Ohio Pike Cincinnati, Ohio 45245
Host: Dean Stewart
Phone: 513-381-8888