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.
This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
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