We’ll work just as hard to help you protect and grow it.
Join us for this Complimentary Dinner, Financial Seminar, and Insurance Sales Presentation to discover what Required Minimum Distributions (RMDs) are and how they may affect your retirement strategy.
Rob Burnette and Lori Gross, Investment Advisor Representatives and Licensed Insurance Professionals, will share the 10 things you should know about RMDs and retirement withdrawals, such as:
IF YOU HAVE A 401(k), 403(b), 457(b), OR IRA, THIS EVENT IS FOR YOU!
4 West Main Street
Troy, OH 45373
An Italian family-style buffet dinner will be served after the presentation.
Having a comprehensive and affordable health insurance strategy is more than just a critical component in your retirement plan; it’s a critical component in your quality of life.
During this event, presented by Lori Gross of Outlook Financial Center, we will go over how Medicare works by addressing the benefits and choices that may be available to you, and will also answer your questions.