Evening of Financial Insight and Dining
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Are you confident in your retirement plan?
Do you understand how taxes will impact your assets and income in retirement?
Have you factored in Medicare costs, long-term care, or the optimal time to take Social Security?
If these questions have crossed your mind, don’t miss this opportunity to gain valuable insights and strategies that can help you make more informed financial decisions.
You’re invited to a complimentary dinner and educational seminar:
Hosted by:
Tory Sokul, CFP®, ChFC® – Financial Advisor, First Command
Special Guests: Jeff Rose, CIMA® – Director of Investment Solutions & Jim Amerman, CPA® - Director of Business Development, Advanced Planning
Reserve Your Spot Today – Seating is Limited!
Please RSVP by June 13 to:
📧 U1BIYXRoYXdheSB8IEZpcnN0Q29tbWFuZCAhIGNvbQ==
📞 850-378-8188
Do you understand how taxes will impact your assets and income in retirement?
Have you factored in Medicare costs, long-term care, or the optimal time to take Social Security?
If these questions have crossed your mind, don’t miss this opportunity to gain valuable insights and strategies that can help you make more informed financial decisions.
You’re invited to a complimentary dinner and educational seminar:
Hosted by:
Tory Sokul, CFP®, ChFC® – Financial Advisor, First Command
Special Guests: Jeff Rose, CIMA® – Director of Investment Solutions & Jim Amerman, CPA® - Director of Business Development, Advanced Planning
Reserve Your Spot Today – Seating is Limited!
Please RSVP by June 13 to:
📧 U1BIYXRoYXdheSB8IEZpcnN0Q29tbWFuZCAhIGNvbQ==
📞 850-378-8188
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