Your “How to” Guide for Financial Success
Join us for Passport to Retirement, held at Gwynedd Mercy University
Location:
Gwynedd Mercy University
University Hall Room E 109
1325 Sumneytown Pike
Gynedd Valley, PA 19437
Dates and Time:
Tuesday, Sept 16th and 23rd
or
Thursday, Sept 18th and 25th
All sessions:
5:30 to 8:30 pm
RSVP Below
Passport to Retirement contains something for everyone, addressing the financial issues that may be an obstacle to your retirement. Led by a Certified Financial Planner, name, the information you learn will serve you throughout your lifetime.
Here’s what’s included:
- Determine the amount of money you need to retire
- Understand how inflation can impact your retirement planning decisions
- Select the retirement plan distribution choice that is right for you
- Plan your retirement income to preserve a comfortable standard of living
- Transfer the risk of potential financial losses before or during retirement
- Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
- Attend with spouse, partner or guest at no additional cost
- Take-home course textbook
- Optional 1-1 consultation
Meet Your Instructors:
Clark T. Schweitzer, CFP®, Senior Wealth Advisor
Pete Hackenbrack, CRPC®,AIF®Senior Wealth Advisor
This course is presented by financial services professionals. Your local instructors are Clark Schweitzer, CFP®, and Peter Hackenbrack, CRPC®, AIF®, registered representatives of Diversified LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Financial planning and Investment advisory services offered through Diversified, LLC.