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, May 11, 2021

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!   

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.

When: Tuesday, May 11, 2021 - 6:00PM
Where: Red Lobster
3564 Springdale Road
Cincinnati, Ohio 45251
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.

 

Thursday, May 13, 2021

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!   

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.

When: Thursday, May 13, 2021 - 6:00PM
Where: Red Lobster
3564 Springdale Road
Cincinnati, Ohio 45251
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, May 18, 2021

6:00PM

 

Red Lobster

616 Ohio Pike

 Cincinnati, Ohio 45245    

 

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.

When: Tuesday, May 18, 2021 - 6:00PM
Where: Red Lobster
616 Ohio Pike
Cincinnati, Ohio 45245
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.

 

Thursday, May 20, 2021

6:00PM

 

Red Lobster

616 Ohio Pike

 Cincinnati, Ohio 45245    

 

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.

When: Thursday, May 20, 2021 - 6:00PM
Where: Red Lobster
616 Ohio Pike
Cincinnati, Ohio 45245
Host: Dean Stewart
Phone: 513-381-8888