Seminars

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 23, 2020

6:00PM

Vincenzo's

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!   

Your safety is our #1 concern! We will be practicing social distancing by keeping tables and groups apart, as well as limiting the number of people per table!

If you are uncomfortable with a small group setting, please mention you would prefer a private appointent or phone consultation.

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 24, 2020

6:00PM

Vincenzo's

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!   

Your safety is our #1 concern! We will be practicing social distancing by keeping tables and groups apart, as well as limiting the number of people per table.

If you are uncomfortable with a small group setting, please mention you would prefer a private appointment or phone consultation.

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 7, 2020

6:00PM

Pebble Creek Golf Course

9799 Prechtel Road

  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!   

Your safety is our #1 concern! We will be practicing social distancing by keeping tables and groups apart, as well as limiting the number of people per table!

If you are uncomfortable with a small group setting, please mention you would prefer a private appointment or phone consultation.

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 9, 2020

6:00PM

Pebble Creek Golf Course

9799 Prechtel Road

  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!   

Your safety is our #1 concern! We will be practicing social deistancing by keeping tables and groups apart, as well as limiting the number of people per table!

If you are uncomfortable with a small group setting, please mention you would prefer a private appointment or phone consultation.

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 22, 2020

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!   

Your safety is our #1 concern! We will be practicing social distancing by keeping tables and group apart, as well as limiting the number of people per table!

If you are uncomfortable with a small group setting, please mention you would prefer a private appointment or phone consultation.

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 23, 2020

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!   

Your safety is our #1 concern! We will be practicing social distancing by keeping tables and groups apart, as well as limiting the number of people per table!

If you are uncomfortable with a small group setting, please mention you would prefer a private appointment or phone consultation.