2800 New Germany Trebein Road, Beavercreek, OH 45431
Please Join us for this complimentary informational seminar. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!
We will discuss:
Market Risk & Volatility: How they can affect your portfolio.
Comprehensive Income Planning: Generating reliable and predictable income.
Tax Reduction Strategies: Options to save as much as possible during retirement.
Maximizing Social Security & Medicare Benefits: How and when to make the most of your benefits and your spouse’s future.
Estate Planning: Securing your legacy amid current tax thresholds and inheritance laws.
If there's a common unaddressed problem in the financial plans of many adults of all income levels, it's what to do about their assets when they're gone.
Meal selections will be available at the venue.
Spouses are encouraged to attend!
Seating is limited. Register now!
The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.