Broker Check
08 Nov
Seven Keys to Social Security and Market Update Dinner Seminar


Join us for a Gourmet Dinner Covering:

  • Lower Fee and No Fee Portfolio Ideas
  • Are bonds a good investment now?
  • Should I take 4% per year or use a different strategy? 
  • Beneficiary titling on retirement plan...mistakes to avoid
  • IRA, 401k, & Roth Conversions- what are your options?
  • Global turmoil: how does it impact you and your future?

These are only a few of the topics to be covered. Join us to learn more about the keys to benefits, growth, and income strategies.

Please provide your Cell Phone Number so that we can confirm your reservation. We will be calling to confirm your reservation. During this call, you will be completing a brief survey. Unless we talk with you to confirm your reservation, you will not be attending. Thank you. 

Do you have any questions on your portfolio? Include them in the message below. We look forward to seeing you!

This seminar is funded in part by Allianz.

Date and Time

Wed, Nov 08, 2023

6:00p - 8:00p EST


Arad Evans Inn

7206 E. Genesee St
Fayetteville , NY 13066
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