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"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 4, 2024
6:00pm
 
LaRosa's Family Pizzeria
6674 Tri Way Drive
Mason, Ohio 45040   
 
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, June 4, 2024 - 6:00PM
Where: LaRosa's Family Pizzeria, 6674 Tri Way Drive, Mason, Ohio 45040
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 25, 2024
6:00pm
 
Ferrari's Little Italy and Bakery
7677 Goff Terrace
Madeira, Ohio 45243    
 
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, June 25, 2024 - 6:00PM
Where: Ferrari's Little Italy and Bakery, 7677 Goff Terrace, Madeira, Ohio 45243
Host: Dean Stewart
Phone: 513-381-8888

 
 
Enroll Now!