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, April 20, 2021
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 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, April 20, 2021 - 6:00PM |
| Where: | Vincenzo's 11525 Chester Road Cincinnati, Ohio 45246 |
| 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, April 22, 2021
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 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, April 22, 2021 - 6:00PM |
| Where: | Vincenzo's 11525 Chester Road Cincinnati, Ohio 45246 |
| 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, April 27, 2021
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.
| When: | Tuesday, April 27, 2021 - 6:00PM |
| Where: | The Original Montgomery Inn 9440 Montgomery Road Cincinnati, Ohio 45242 |
| 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.
Wednesday, April 28, 2021
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.
| When: | Wednesday, April 28, 2021 - 6:00PM |
| Where: | The Original Montgomery Inn 9440 Montgomery Road Cincinnati, Ohio 45242 |
| Host: | Dean Stewart |
| Phone: | 513-381-8888 |