SMART Women Plan...

If you are newly retired, planning retirement or experiencing a life change and want your "Retirement Lifestyle" to be defined by Dignity, Independence and Choice, I encourage you to REGISTER TODAY and attend our Monthly Ladies who Lunch Financial Series.

This month, learn about how to plan for the known- and unknowns- of life and living in Retirement and how "Annuities can be a great addition to your Retirement Nest Egg. 

And as always, expect some lively and candid conversation and best practices from The SMART Women's Guide to Financial Success, Do, make plans to join us on April 8th!

11:45-12:00 PM- Check In- Meet and Greet- Light Lunch
12:00-  1:00 PM- Financial Presentation

Together, we will discuss: 

1. The knowns and unknowns of Life and Retirement Living
2. Six Key Ways to Help Yourself Stay Sane in a Crazy Market
3. How to reduce risk and Protect your Retirement Nest Egg 
4. How Annuities can help address some of your retirement and life what-ifs.

As always, feel free to share this invitation with someone you think might find this information valuable.

See you April 8th!

Annuities are long term retirement savings programs. Investors should understand that these products have the potential to offer returns that may be greater than that of fixed annuity products, however, they are not direct investments in the stock market and will not produce returns consistent with the underlying index that they are based upon. Annuities typically subject an investor to surrender charge periods that last several years, and withdrawals made prior to age 59 1/2 may be subject to a 10% federal tax penalty. Additionally, if purchased within a qualified plan, an annuity will provide no further tax deferral features. All guarantees of an annuity are subject to the claims paying ability of the issuing insurance company. The contract, when redeemed, may be worth more or less than the principal amount invested. Annuities vary greatly, and investors should seek the assistance of a financial professional to determine if an annuity is suitable for their personal situation.