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