You’re invited to our...

Client Appreciation Event!

Looking for information on how to navigate the changing retirement climate? Join us while we discuss:

“First Aid for Market Uncertainty”

Complimentary Dinner Seminar:

Thursday, September 29th at 6:00PM

Meet Us At:

The Summerhouse on the Lakes
8768 North Territorial Road • Plymouth, MI 48170

At this Educational Presentation, we’ll cover topics like:

Growth Potential

  • Ways to possibly increase your growth potential
  • Can you postpone income for more accumulation with an annuity?
  • Types of indexes: How do they impact benefits?

Income Strategies

  • Mitigating risk and balancing income needs
  • Key factors in establishing retirement income
  • Strategies for managing income sources in retirement
  • Long-term versus short-term methods

Potential Benefits of
Actively Managed Money

  • Why traditional asset allocation doesn’t necessarily work for all
  • Monitoring performance of investments
  • Flexibility in the potential level of risk over time
  • Is retirement income impacted by actively managed money?

Preparing for Life Changes

  • Ways to access your money early if you need it
  • Potential income increase if you need a nursing home or other qualified care
  • Possible inflation-mitigation strategies
  • Strategies and retirement topics surrounding risk management

We’ll not only discuss Up-To-Date information about your products, but there’ll be food (on us) and live music by singer-songwriter Keegan Ferrell!

Live Music By "The Voice" Finalist, Singer-Songwriter Keegan Ferrell

Live Entertainment By Keegan Ferrell

We’ll not only discuss up-to-date information about your products but there’ll be food (on us) and live music by singer-songwriter Keegan Ferrell who was recently a contestant on The Voice!

Be our guest for a delicious meal and an informative event! We’ll see you there.

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