Taking Back Control of Your Financial Future

Please join us for a special small group event for retirees and those soon to retiree.

Thursday, April 22nd @ 6:30PM

St. James Restaurant
204 E Albion St
Avilla, IN 46710

Tuesday, April 27th @ 6:30PM

St. James Restaurant
204 E Albion St
Avilla, IN 46710

RSVP by calling (574) 606-4476

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.

  • How to transition from the working years to retirement years and design a plan to accomplish it.
  • A review of where things could go from here and the key indicators to look towards.
  • What YOU can be doing – RIGHT NOW – to help take back control over your financial future…no matter what happens.
  • How to create a guaranteed income that you and your spouse cannot outlive.
  • Why volatility would have been high, with or without a pandemic and why it is likely to continue.
  • Why taxes will have to rise at some point in the future and the potential implications on retirement.
  • Discover how you might be surprised by how much exposure you actually have in the market.

In times like this, the greatest gift you can have is clarity.



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.

Take control of your wealth and make informed, confident financial decisions.