Steve, Mel, and Deanna have decided to start a weekly online session that will allow us to pass along current information, speak briefly on important topics, and most importantly connect with our clients more often.
The idea is to have a fixed, biweekly Zoom session at 4:30 p.m. where we can briefly cover a variety of topics and open for questions you might have. We are planning on 20 minutes each week.
By signing up, you’ll be added to the notification list. This will ensure you receive a reminder email with the access information each week. You are not committing yourself to attending any particular session. If you have questions, please let us know!
Here at AFG, we strongly believe that education is the foundation upon which successful retirement plans are built. Any plan you don’t fully understand is not only hard to implement, but even harder to stick with. Since the current social distancing environment has limited our ability to provide face-to-face educational programs in a traditional classroom setting, we have been hosting complimentary educational sessions online about the various elements that can impact your retirement.
Retirement fundamentals are substantially different now. Learning and applying new truths and techniques will prepare you for what’s ahead so you can retire successfully.
You will learn:
• The seven major threats to your retirement.
• How to arrange your accounts to maximize your retirement cash flow and how to create more reliable income.
• How and when to use a Roth conversion.
• Social Security strategies to help maximize your income (it’s more than just timing).
• How to help protect your retirement from market losses.
• The importance of proper estate planning and how to lessen the burden on your family.
Call 636-230-8824 for more information.
Tuesdays, April 20 & 27 | 6 – 8 p.m.
Thursdays, April 22 & 29 | 6 – 8 p.m.
Saturdays, April 24 & May 1 | 9 – 11 a.m.
The Lodge Des Peres
1050 Des Peres Road
Des Peres, MO 63131
Building a solid retirement income plan should take into account all sources of income. While Social Security was never meant to be your only source of income, it is one that should be included in your retirement income. Our new educational event covers how to include Social Security and pensions in your retirement income while building a “floor” of safe, guaranteed income to meet essential spending needs and much more.
With so many changes to Social Security over the last few years, and with even more on the way, there has never been a better time to take another look at your income plan.
Tuesday, May 18 | 6 p.m.
Thursday, May 20 | 6 p.m.
Saturday, May 22 | 9 a.m.
St. Peters Cultural Arts Centre (at City Hall)
One St. Peters Centre Blvd.
St. Peters MO, 63376
Call 636-230-8824 for more information.