Taking Back Control of Your Financial Future
Please join us for a special small group event for retirees and those soon to retiree.
Please join us for a special small group event for retirees and those soon to retiree.
The Boathouse Restaurant
700 Park Avenue
Winona Lake, IN 46590
The Boathouse Restaurant
700 Park Avenue
Winona Lake, IN 46590
The past few months have been unprecedented. From a global pandemic sparking a historic market crash to government-mandated stay-at-home orders, NO ONE would have envisioned 2020 quite like this.
If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting and when it comes to your financial future, knowing the right moves can be tricky.
You are cordially invited to a critically timed event for retirees and those retiring soon. Whether you’re concerned about recent market losses and protecting what you have or you’ve recently lost employment and have questions about what to do with a 401(k) or whatever your concerns might be, this timely event will entertain and help you to take back control of your financial future.
In times like this, the greatest gift you can have is clarity.
The Boathouse Restaurant
700 Park Avenue
Winona Lake, IN 46590
The Boathouse Restaurant
700 Park Avenue
Winona Lake, IN 46590
Reservations are required. Seating is limited and fills quickly. Your seating is not confirmed until someone from our office speaks to you by phone and qualifies you to attend. CDC social distancing guidelines will be followed. For your safety, your health and your wealth, seating is limited to the first 20 people that register and qualify to attend. In accordance with proper health guidelines, attendees will be equally spaced with social distancing practices. Face masks and hand sanitizer will also be available. If you are unable to attend or not yet comfortable attending a group meeting please call our office and we can email you this presentation to watch at your convenience. For educational purposes only – nothing will be sold at this seminar.