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.

 

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
 

"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