"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 10, 2025

6:00 PM

The Old Spaghetti Factory   
6320 South Gilmore Road
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 13, 2025 - 5:00PM
Where: The Farm 239 Anderson Ferry Road Cincinnati, Ohio 45238
Host: Dean Stewart
Phone: 513-381-8888
Enroll Now!

"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 10, 2025
6:00PM
The Old Spaghetti Factory
6320 South Gilmore Road
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.
  • Ways to reduce your risk and keep more of your hard-earned money.
  • INFLATION: How to maintain your purchasing power in retirement, despite rising inflation.

 
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 10, 2025, 6:00pm
Where: The Old Spaghetti Factory 6320 South Gilmore Road Fairfield, Ohio 45014
Host: Dean Stewart
Phone: 513-381-8888
Enroll Now!