New Generation s

You've Worked Hard For Your Money

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:

  • What are required Minimum Distributions, and when are they required?
  • How is the amount of a Required Minimum Distribution calculated?
  • How can you plan for monthly retirement withdrawals from your nest egg?
  • How could you use Insurance in your retirement portfolio?
  • How can having your money professionally managed help benefit you in retirement?

IF YOU HAVE A 401(k), 403(b), 457(b), OR IRA, THIS EVENT IS FOR YOU!


Educational events on Social Security and Retirement


Dec. 10 2019
Lunch

4 West Main Street
Troy, OH 45373

An Italian family-style buffet dinner will be served after the presentation.

Medicare Are You Ready?

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.


We’ll engage you on a number of topics, including:

  • Medicare Parts A and B
  • Medicare Advantage (Part C)
  • Medicare Prescription Drug Plan (Part D)
  • Medicare Supplements (Medigap)
  • Enrollment Periods and how to avoid penalties
  • Coordinating different coverages with Medicare
  • How to factor travel into your optimal plan

Educational events on Medicare


Check back soon for our next event!

Register Today

*Your information will never be shared or sold to a 3rd party.

If you have any questions, please call us at
(937) 552-9990