Workshops / Events

Will the recovery continue in 2010, or is this just

The Eye of the Storm?

The stock market bounced back nicely in 2009, and your retirement portfolio probably looks a lot better than it did a year ago. Can you breathe easier, or will higher taxes, the weakening dollar and a shaky global economy send us into another tailspin?

You and your spouse or guests are invited to join us for an eye-opening educational event where we will discuss strategies to help you continue to grow your nest egg while protecting yourself against the “winds of change” on the economic horizon.

Discussion Highlights:
• The mattress or the market – where should your money be in 2010?
• Roth IRA conversion: Tax-free retirement or possibly your biggest mistake?
• How to potentially drive more income from your investments and protect your principal from the volatility of today’s marketplace.
• How to potentially preserve and help rebuild what you have left.
• Reaching your retirement goals in every market.
• How inflation will change the rules of the game over the next 20 years.

Isn’t it time to achieve ‘peace of mind’ for your retirement by having a well-built, well-navigated financial plan? Don’t miss this event!

There is no obligation, and no products will be offered or sold.