You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Location
Chama Gaucha
Brazilian Steakhouse
18318 Sonterra Place
San Antonio, TX 78258
Save your spot right now!
Date and time
Tuesday, January 28th
or
Tuesday, February 4th
at
6:30pm
TOPICS
Rising Inflation
Learn how it's shaping current investment strategies and what you should expect in the future.
Stock Market Volatility
Would a market correction create additional challenges on meeting your planned retirement date.
IRA Withdrawals
How withdrawals from IRA's could cause you to lose up to one-third of your Social Security.
Retirement Income
Will you have enough? Learn strategies to help generate guaranteed income for life.
Stray Retirement Accounts
Left your job but did nothing with your account (401k, 403b,TSP, etc).
Proactive Planning
The most important steps to take NOW before the next bear market hits.
Annuity Owners or Those Considering An Annuity
Discover the benefits and limitations of annuities.
No obligation and for educational purposes only. Please, no agents or brokers. All attendees must be over age 50. By contacting Shield Financial Group ("SFG"), you may be offered information regarding the purchase of insurance products, including fixed index annuities and life. NO products will be sold at the
event and there is no obligation to make a follow-up appointment. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions
expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees. Not affiliated with or
approved, endorsed, or authorized by the Social Security Administration or any other government agency.
Investment Advisory services offered through Optivise Advisory Services LLC ("Optivise"), an SEC registered investment advisory firm. Optivise and Shield Financial Group ("SFG") are non-affiliated entities. Optivise and SFG only transact business in states where it is properly licensed, or is excluded or exempted from registration requirements.
