Retirement Planning Educational Dinner in Mentor, OH

You and a guest are invited to join us for a COMPLIMENTARY GOURMET MEAL and presentation. Join other proactive, successful retirees who have learned how this seminar is a call to action to educate themselves and improve their future.

This timely event is a must-see, and seating is limited for the comfort of our guests. Only confirmed first time attendees aged 55 and over will be admitted. No agents or bankers permitted.

Can you identify a good annuity and a bad annuity? Your host, Jon Demell, will utilize his vast knowledge of financial planning to help you learn new strategies to expose possible hidden flaws and unnecessary fees within annuity contracts.

JOIN US FOR A FREE AND INFORMATIVE DISCUSSION AS WE COVER THESE TOPICS:

• How record-high inflation can erode your retirement plan and what you can do to prevent it.
• IRS changes to retirement plans for 2025 - What you need to know now?
• Smarter money choices during uncertain times.
• Are you concerned about running out of money in retirement?
• The stock market roller coaster ride.
• How to protect your principal and lock in interest earnings.
• Taxes - money-saving moves that you can make for 2025.
• How to protect your assets from direct downside market fluctuations.
• Understand strategies to create tax free income at retirement!

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money (without market risk or unnecessary fees). This is not a sales seminar. It is an informational program that deals with the facts...the good, the bad, and the small print. You will learn how to avoid the most common mistakes to help you make sound financial decisions.

Host or Publisher Jonathan DeMell