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, June 25, 2019

6:00PM

Vinoklet Winery & Restuarant

11069 Colerain Avenue

Cincinnati, Ohio 45252    

 

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, June 25, 2019 - 6:00PM
Where: Vinoklet Winery & Restaurant
11069 Colerain Avenue
Cincinnati, Ohio 45252
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, June 26, 2019

6:00PM

 

Vinoklet Winery & Restaurant

11069 Colerain Avenue

Cincinnati, Ohio 45252    

 

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, June 26, 2019 - 6:00PM
Where: Vinoklet Winery & Restaurant
11069 Colerain Avenue
Cincinnati, Ohio 45252
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, July 9, 2019

6:00PM

 

Cooper's Hawk Winery & Restaurant

8080 Montgomery Road

Cincinnati, Ohio 45236    

 

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, July 9, 2019 - 6:00PM
Where: Cooper's Hawk Winery & Restaurant
8080 Montgomery Road
Cincinnati, Ohio 45236
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, July 11, 2019

6:00PM

 

Cooper's Hawk Winery & Restaurant

8080 Montgomery Road

Cincinnati, Ohio 45236    

 

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, July 11, 2019 - 6:00PM
Where: Cooper's Hawk Winery & Restaurant
8080 Montgomery Road
Cincinnati, Ohio 45236
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, July 23, 2019

6:00PM

 

Pappadeaux Seafood Kitchen 

11975 Northwest Blvd

Springdale, Ohio 45246    

 

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, July 23, 2019 - 6:00PM
Where: Pappadeaux Seafood Kitchen
11975 Northwest Blvd
Springdale, Ohio 45246
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, July 24, 2019

6:00PM

 

Pappadeaux Seafood Kitchen

11975 Northwest Blvd

Springdale, Ohio 45246    

 

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, July 24, 2019 - 6:00PM
Where: Pappadeaux Seafood Kitchen
11975 Northwest Blvd
Springdale, Ohio 45246
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, July 30, 2019

6:00PM

 

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!   

When: Tuesday, July 30, 2019 - 6:00PM
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.

 

Thursday, August 1, 2019

6:00PM

 

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!   

When: Thursday, August 1, 2019 - 6:00PM
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.

 

Wednesday, August 14, 2019

6:00PM

Traditions Golf Club

2035 Williams Road

Hebron, KY 41048
 

 

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, August 14, 2019 - 6:00PM
Where: Traditions Golf Club
2035 Williams Road
Hebron, KY 41048
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 15, 2019

6:00PM

 

Traditions Golf Club

2035 Williams Road

 Hebron, KY 41048    

 

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 15, 2019 - 6:00PM
Where: Traditions Golf Club
2035 Williams Road
Hebron, KY 41048
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, August 27, 2019

6:00PM

 

Summit Hills Country Club

236 Dudley Road

  Crestview Hills, KY 41017    

 

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 27, 2019 - 6:00PM
Where: Summit Hills Country Club
236 Dudley Road
Crestview Hills, KY 41017
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, August 28, 2019

6:00PM

 

Summit Hills Country Club

236 Dudley Road

  Crestview Hills, KY 41017    

 

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, August 28, 2019 - 6:00PM
Where: Summit Hills Country Club
236 Dudley Road
Crestview Hills, KY 41017
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 10, 2019

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 10, 2019 - 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.

 

Wednesday, September 11, 2019

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: Wednesday, September 11, 2019 - 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.

 

Wednesday, September 25, 2019

12:00PM

Carrabba's Italian Grill

7500 Beechmont Avenue

Cincinnati, Ohio 45255    

 

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 25, 2019 - 12:00PM
Where: Carrabba's Italian Grill
7500 Beechmont Avenue
Cincinnati, Ohio 45255
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 26, 2019

12:00PM

 

Carrabba's Italian Grill

7500 Beechmont Avenue

Cincinnati, Ohio 45255    

 

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 26, 2019 - 12:00PM
Where: Carrabba's Italian Grill
7500 Beechmont Avenue
Cincinnati, Ohio 45255
Host: Dean Stewart
Phone: 513-381-8888