Seminars
"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.
Tuesday
May 14, 2024
5:00pm
The Farm
239 Anderson Ferry Road
Cincinnati, Ohio 45238
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: | Tuesday, May 14, 2024 - 5:00PM |
| Where: | The Farm 239 Anderson Ferry Road Cincinnati, Ohio 45238 |
| 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.
Tuesday
May 21, 2024
6:00pm
Rick's Tavern & Grille
5955 Boymel Drive
Fairfield, Ohio 45014
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: | Tuesday, May 21, 2024 - 6:00PM |
| Where: | Rick's Tavern & Grille 5955 Boymel Drive Fairfield, Ohio 45014 |
| 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.
Tuesday
June 4, 2024
6:00pm
LaRosa's Family Pizzeria
6674 Tri Way Drive
Mason, Ohio 45040
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: | Tuesday, June 4, 2024 - 6:00PM |
| Where: | LaRosa's Family Pizzeria 6674 Tri Way Drive Mason, Ohio 45040 |
| 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.
Tuesday
June 25, 2024
6:00pm
Ferrari's Little Italy and Bakery
7677 Goff Terrace
Madeira, Ohio 45243
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: | Tuesday, June 25, 2024 - 6:00PM |
| Where: | Ferrari's Little Italy and Bakery 7677 Goff Terrace Madeira, Ohio 45243 |
| Host: | Dean Stewart |
| Phone: | 513-381-8888 |