Upcoming Events


Learn how to avoid costly mistakes that may be
the best investment you can make.


We invite you to attend a dinner event for area residents who are retired or nearing retirement.
Enjoy a complimentary dinner served after the presentation.

Heritage Financial Planning’s very own Dan Kerr will reveal the latest proven
strategies to help you preserve your wealth, get more income,
and help reduce your risk and tax liabilities in retirement.


Event Location:
The Boathouse Restaurant
700 Park Avenue  |  Winona Lake, IN 46590

Thursday, January 19th
– or –
Tuesday, January 24th
6:30 – 8:30 PM


You will learn about the following topics in easy-to-understand terms:

  • FEAR A RECESSION IS COMING? Learn how to create a portfolio similar to what the most sophisticated investors are doing now.
  • IS YOUR MONEY IN THE RIGHT PLACE? How to protect your money against further drops in the market without sacrificing growth potential.
  • WORRIED ABOUT INFLATION? Learn actionable steps to take to avoid the erosion of your assets.
  • CONCERNED ABOUT RISING TAXES? Find out how Tax Planning can solve the issue!
  • Discover how the Triple Crown of Financial Failure could devastate your retirement.
  • Learn the #1 risk you aren’t aware of and how to protect against it.
  • How to pay far less tax on your retirement income.
  • Reduce or eliminate paying tax on your capital gains.

RSVP is required
. To reserve your seats for you and a guest,
call our reservation line at (844) 427-5770 (Toll-Free, 24 Hours)
– or –
Register online at www.youRSVP.com and enter code DAGWEG

*PLEASE NOTE: No brokers, agents, or dealers may attend without a $1500 fee.
This is not a sales seminar. It is an informational program that deals with the facts…the good, the bad, and the small print.
You will learn how to avoid the most common mistakes to help you make sound financial decisions.


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