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.
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.
When: | Wednesday, February 15, 2023 - 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, 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.
When: | Tuesday, March 7, 2023 - 5:00pm |
Where: | The Farm 239 Anderson Ferry Road Cincinnati, Ohio 45238 |
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, 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.
When: | Tuesday, March 21, 2023 - 6:00PM |
Where: | Pappadeaux Seafood Kitchen 11975 Northwest Blvd Springdale, 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 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.
When: | Tuesday, April 4, 2023 - 6:00PM |
Where: | Cooper's Hawk Winery 7490 Bales Street Liberty Township, Ohio 45069 |
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 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.
When: | Tuesday, April 25, 2023 - 6:00PM |
Where: | deSha's 11320 Montgomery Road Cincinnati, Ohio 45249 |
Host: | Dean Stewart |
Phone: | 513-381-8888 |