Sponsored by and Conducted at:

Gwynedd Mercy University

Location:

Gwynedd Mercy University

University Hall Room E 109

1325 Sumneytown Pike

Gwynedd Valley, PA 19437

Directions

Dates and Time:

Tuesday, March 24th, and 31st

or

Thursday, March 26th, and April 2nd

All sessions:

6:00 to 9:00 pm

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, 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

Register below

If you would like to discuss your financial planning needs with one of our instructors, please reach out to us at 610-627-5926.

Meet Your Instructors:

Clark T. Schweitzer, CFP®, Senior Wealth Advisor

Pete Hackenbrack, CRPC®, AIF® Senior Wealth Advisor

Questions? Let us know at (610) 627-5926

Your instructors, Clark Schweitzer, CFP®, and Pete Hackenbrack, CRPC®, AIF®, are Registered Representatives and Investment Advisory Representatives with Diversified LLC. Diversified LLC is an investment adviser registered with the U.S Securities and Exchange Commission (SEC). Supervisory office: 3705 Concord Pike, Wilmington DE 19803 (302)765-3500. SEC registration does not imply a certain level of skill or training. 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.