Financial & Retirement Planning Essentials Workshop

As a valued member, we want to provide you with the education and tools necessary to succeed. With that in mind, we are pleased to announce this winter's Financial & Retirement Planning Essentials Workshop schedule.      

Highlights include:

  • Pension
    • Understanding your pension
    • How your pension fits into your retirement plan
  • Planning
    • What can you expect from Social Security?
    • Tax-deferred and tax-free savings, asset allocation/management/diversification/performance
    • 401(k), IRA & Roth IRA – Including New Member Exclusive IRA Program!
  • Protection
    • What is your financial vulnerability with long-term illness?
    • How can you protect your assets and savings?
  • Complementary Meal & Prize Drawings
  • Guests/Spouses Welcome

 It is our hope that you take advantage of this excellent opportunity to learn more about your unique financial situation in addition to our new member-specific IRA program by attending this valuable event. A reservation is required and space limited, however, so we encourage you to sign-up today.

 Please RSVP your name(s) and phone number to one of the following:

 Advanced Advisor Group 612-388-6132 | [email protected]