Participant Education Workshop

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Take Action to Help Secure Your Future

Please join us for a valuable workshop where you will learn about strategies that can provide guaranteed income to help achieve and maintain security in retirement.

In this workshop, we’ll discuss:

  • Potential risks to your retirement cash flow
  • The effect of different withdrawal rates on your assets
  • How certain life events can cause gaps in retirement income

** REGISTRATION IS CLOSED **

DATE:

Thursday, March 5th, 2015

LOCATION:

The Fawcett Center, Clinton Room
2400 Olentangy River Road
Columbus, Ohio 43210

AGENDA:

  • 6:30 – 6:50pm Social Security Strategies
    • Everhart Advisors – Matthew Romeo
  • 6:50 – 7:30pm “It’s about the Cash Flow not the Cash Pile”
    • Prudential – Kevin Carolan
  • 7:30 – 8:00pm Market and Investment Update
    • American Funds – Jim Maher

Please RSVP by Friday, February 27th!

** REGISTRATION IS CLOSED **

All references to income certainty and guarantees are backed by the claims-paying ability of the issuing company.