Date/Time
9/13/2024
12:00 PM - 1:00 PM Central
12:00 PM - 1:00 PM Central
Sponsors
Event Type(s)
Community Event
Event Description
Join Us for a Focus Investment Services Lunch & Learn!
De-Risk Your Retirement
Are you uncertain about your retirement plan in these challenging times? Whether you're just starting to think about retirement or looking to fine-tune your existing plan, Keri Blake with Fellows & Blake Financial will share insights you need!
Key discussion points include:
1) Possibility of not having enough income in retirement
2) Risk of the market and our current economy
3) Damaging impact of taxes on one's retirement outlook
RSVP online to save your seat: https://www.trubank.bank/applications/registration-signup.html
Plus, enjoy a delicious lunch on us while you learn how to make the most of your financial future! Seating is limited!
Investment Advice offered through Wealthcare Advisory Partners, LLC (WCAP). WCAP is a Registered Investment Advisor with the U.S. Securities and Exchange Commission (“SEC”) Fellows & Blake, is A Wealthcare Company. Fellows & Blake and Wealthcare Advisory Partners are separate entities from TruBank. Products offered by Focus Investment Services are not FDIC insured or any other Federal Government Agency, are not a deposit or obligation of, or guaranteed by TruBank, may involve investment risk, including possible loss of principal amount invested, and may lose value.
De-Risk Your Retirement
Are you uncertain about your retirement plan in these challenging times? Whether you're just starting to think about retirement or looking to fine-tune your existing plan, Keri Blake with Fellows & Blake Financial will share insights you need!
Key discussion points include:
1) Possibility of not having enough income in retirement
2) Risk of the market and our current economy
3) Damaging impact of taxes on one's retirement outlook
RSVP online to save your seat: https://www.trubank.bank/applications/registration-signup.html
Plus, enjoy a delicious lunch on us while you learn how to make the most of your financial future! Seating is limited!
Investment Advice offered through Wealthcare Advisory Partners, LLC (WCAP). WCAP is a Registered Investment Advisor with the U.S. Securities and Exchange Commission (“SEC”) Fellows & Blake, is A Wealthcare Company. Fellows & Blake and Wealthcare Advisory Partners are separate entities from TruBank. Products offered by Focus Investment Services are not FDIC insured or any other Federal Government Agency, are not a deposit or obligation of, or guaranteed by TruBank, may involve investment risk, including possible loss of principal amount invested, and may lose value.
Flyer
Location
Setting: In-Person
TruBank Community Room
1401 N Jefferson Way
Indianola, IA 50125
click here for Google Maps
TruBank Community Room
1401 N Jefferson Way
Indianola, IA 50125
click here for Google Maps
Contact Person
Ben Currie
(phone: 515-961-5880)
(phone: 515-961-5880)
Details
See event description above
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| 9/13/2024 |    |
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