Seminar Schedule

Educational Seminars

• Strategies to feel good about preparing for retirement
• Strategies that can help rebuild your financial needs
• Strategies in challenging times
• Strategies to help achieve financial goals
• Strategies to help achieve your long-term financial goals
• Alternative products in challenging times
• Feel good about your retirement strategies
• Feel confident about your retirement savings strategies
• How you can get income that you won’t outlive*
• Information about IRA’s and tax deferral characteristics **
• Things to think about that may be more appropriate for your financial needs
• How our clients have kept their money safe from market declines
• Options that let one avoid taxes on IRA distributions**
• Products that keep your principal safe from market declines*

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation

If just one of these items are a concern you need to call us NOW at (314) 328-1868.