Money Wise Presents
Smart Women, Smart Retirement Workshop
Join us at Tomasso's for our Wine and Wisdom events in September, October and November
Based on David Bach's best selling book, "Smart Women Finish Rich."
About our Seminars
Will your current approach lead to the retirement you desire?
It seems as if decades of events have happened in a matter of weeks. Your retirement strategy should reflect your comfort -- and your concern -- especially considering the state the market could be in when you retire.
Planning ahead and organizing your portfolio can make all the difference in the future.
Let's take the first step together.
If you have one evening to spare, we'll answer your most pressing retirement questions.
What am I forgetting when it comes to my retirement strategy?
How will recent tax changes affect my retirement?
Is my current retirement strategy prepared for the unexpected?
Ready to learn how you can feel more confident about the days ahead?
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.
We help create retirement income strategies for people in or nearing retirement so their money lasts as long as they do.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 726029