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.

Wednesday, February 15, 2023

6:00pm

Red Lobster

3564 Springdale Road

Cincinnati, Ohio 45251

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.

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, March 7, 2023

5:00pm

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!   

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, March 21, 2023

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!   

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, April 4, 2023

6:00pm

Cooper's Hawk Winery

7490 Bales Street

Liberty Township, Ohio 45069    

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.

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, April 25, 2023

6:00pm

deSha's

11320 Montgomery Road

Cincinnati, Ohio 45249    

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.