September 27, 2018 (2:30-3:30) & (6:30-8:00)
What Baby Boomers Need to know about retirement
740-480-8041 or email firstname.lastname@example.org for RSVP
Getting You There
•Step one – Discovery
–Together we’ll build a trusting relationship that identifies your past investment experience, as well as, uncovers and discovers your dreams.
–We’ll address every question and concern that you may have regarding investing and retirement…and
–Identify your “investing” comfort zone.
•Step two – Map & Itinerary Guide
–Being true to our trusted relationship, we’ll carefully detail your dreams and desires to create your dream retirement map.
–We’ll use the power of our resources to carefully match each dream and desire with strategies that may provide the healthiest results for your retirement life.
–We’ll summarize the results so together we can discover and plot out your dream retirement journey map.
•Step three – It Begins & Dust Settles
–Together we will put your retirement map into action.
–You will receive weekly updates on the progress of your journey.
–You will have full access to all your documents safely kept in your own private electronic vault.
–We’ll meet to review all your mail received once your first statements have generated (approximately 6-10 weeks)
•Step four - Faithful Watch
–We will Faithfully Watch, Like a Sentinel, Guardian, over your retirement journey helping to ensure desired results.
–We will do everything in our power to return your call/email promptly, if not initially available.
–Together, we will review your plan either semi-annually or annually helping to ensure your journey safely remains on track.
–We will alert you to dangers as they become known and guide you along the way.
–You will keep us updated on changes in your life and dreams that may affect the course of your journey.
–We will guide your every step. You will not be forgotten nor alone in your journey!
Come sit at our table and -let Your Journey Begin-
Investments are not FDIC or NCUA Insured
Disclosure May Lose Value - No Bank or Credit Union Guarantee
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Andrew Panyik is an independent contractor of Money Concepts