Attention Baby Boomers:

Is your ideal retirement around the corner - or slipping out of reach?

Find out by attending our next seminar!

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What you can expect:

will share information you need to hear if you have any questions about your retirement strategy (or lack thereof).

We'll Discuss:

Strategies designed to help ensure you don\'t outlive your money

Ways to help ensure stock market volatility won\'t derail your retirement nest egg

Event Details:



Wednesday, July 24th
12:00 p.m. Lunch & Learn

- OR -

Wednesday, July 24th
4:00 p.m. Wine & Wisdom

Register now!

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You'll also hear about:

Sneaky investment fees that could be lurking in plain sight

Tax-efficiency strategies designed to help you keep more of your money

Ways to help ensure your spouse is taken care of after you\'re gone

If you have one evening to spare, we\'ll answer your most pressing retirement questions.

  • What am I forgeting when it comes to my retirement strategy?

  • How might recent tax changes affect my retirement?

  • Is my current retirement strategy prepared for the unexpected?

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Don\'t forget to listen to [FIRM NAME] on the radio!



Ready to learn how you can feel more confident about the days ahead?


By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

This seminar and insurance sales presentation is designed to provide information on the subjects covered, it is not designed to provide advice for an individual's situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from a qualified professional regarding their personal situation.