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.
DATE:
Wednesday, March 4, 2015
6:30 – 8:00pm
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 Thursday, February 26th!
All references to income certainty and guarantees are backed by the claims-paying ability of the issuing company.