THE SENIOR WEALTH ADVISORS

CONNECT

Address:

4243 Hunt Rd Suite 115
Cincinnati, OH 45242-6657

Phone:

513-381-8888 TOLL FREE 1-800-242-8888

Fax/Other:

513-381-8891

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, August 21, 2018

6:00PM

 

Red Lobster

7921 Dream Street

Florence, KY 41042     

 

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!   

When: Tuesday, August 21, 2018 - 6:00PM
Where: Red Lobster
7921 Dream Street
Florence, KY 41042
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.

 

Thursday, August 23, 2018

6:00PM

 

Red Lobster

7921 Dream Street

Florence, KY 41042     

 

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!   

When: Thursday, August 23, 2018 - 6:00PM
Where: Red Lobster
7921 Dream Street
Florence, KY 41042
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, September 11, 2018

6:00PM

 

Montgomery Inn Boathouse

925 Riverside Drive

Cincinnati, Ohio 45202    

 

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!   

When: Tuesday, September 11, 2018 - 6:00PM
Where: Montgomery Inn Boathouse
925 Riverside Drive
Cincinnati, Ohio 45202
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.

 

Wednesday, September 12, 2018

6:00PM

 

Montgomery Inn Boathouse

925 Riverside Drive

Cincinnati, Ohio 45202    

 

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!   

When: Wednesday, September 12, 2018 - 6:00PM
Where: Montgomery Inn Boathouse
925 Riverside Drive
Cincinnati, Ohio 45202
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, September 25, 2018

6:00PM

 

The Original Montgomery Inn

9440 Montgomery Road

Cincinnati, Ohio 45242    

 

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!   

When: Tuesday, September 25, 2018 - 6:00PM
Where: The Original Montgomery Inn
9440 Montgomery Road
Cincinnati, Ohio 45242
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.

 

Thursday, September 27, 2018

6:00PM

 

The Original Montgomery Inn

9440 Montgomery Road

Cincinnati, Ohio 45242    

 

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!   

When: Thursday, September 27, 2018 - 6:00PM
Where: The Original Montgomery Inn
9440 Montgomery Road
Cincinnati, Ohio 45242
Host: Dean Stewart
Phone: 513-381-8888
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck