"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.
Wednesday
December 4, 2024
6:00pm
Meritage Restaurant
40 Village Square
Cincinnati, Ohio 45246
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: Wednesday, December 4, 2024 -6:00PM
Where: Meritage Restaurant 40 Village Square Cincinnati, Ohio 45246
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.
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:
Where:
Host: Dean Stewart
Phone: 513-381-8888