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.

 

Wednesday, November 1, 2017

6:00PM

 

Vincenzo's Ristorante Italiano

11525 Chester Road

Cincinnati, 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, November 1, 2017 - 6:00PM
Where: Vincenzo's Ristorante Italiano
11525 Chester Road
Cincinnati, 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.

 

Thursday, November 2, 2017

6:00PM

 

Vincenzo's Ristorante Italiano

11525 Chester Road

Cincinnati, 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: Thursday, November 2, 2017 - 6:00PM
Where: Vincenzo's Ristorante Italiano
11525 Chester Road
Cincinnati, 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, November 14, 2017

6:00PM

 

Oriental Wok

2444 Madison Road

Cincinnati, Ohio 45208     

 

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, November 14, 2017 - 6:00PM
Where: Oriental Wok
2444 Madison Road
Cincinnati, Ohio 45208
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, November 15, 2017

6:00PM

 

Oriental Wok

2444 Madison Road

Cincinnati, Ohio 45208     

 

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, November 15, 2017 - 6:00PM
Where: Oriental Wok
2444 Madison Road
Cincinnati, Ohio 45208
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, November 28, 2017

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, November 28, 2017 - 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, November 30, 2017

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, November 30, 2017 - 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.

 

Tuesday, December 5, 2017

6:00PM

 

Oriental Wok

317 Buttermilk Pike

Ft. Mitchell, 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, December 5, 2017 - 6:00PM
Where: Oriental Wok
317 Buttermilk Pike
Ft. Mitchell, 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.

 

Wedesday, December 6, 2017

6:00PM

 

Oriental Wok

317 Buttermilk Pike

Ft. Mitchell, 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, December 6, 2017 - 6:00PM
Where: Oriental Wok
317 Buttermilk Pike
Ft. Mitchell, 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, December 13, 2017

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: Wednesday, December 13, 2017 - 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, December 14, 2017

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, December 14, 2017 - 6:00PM
Where: Red Lobster
7921 Dream Street
Florence, KY 41042
Host: Dean Stewart
Phone: 513-381-8888