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Estate and retirement planning simplified

Wed, Oct 30

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Mesa

You and a guest are invited to attend a very special presentation for local residents ages 55 and over. This informative and entertaining event is by invitation only and fills quickly. This educational seminar is ABSOLUTELY FREE with no obligation, and nothing will be sold.

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Estate and retirement planning simplified
Estate and retirement planning simplified

Time & Location

Oct 30, 2024, 6:00 PM – 7:00 PM

Mesa, 1840 S Val Vista Dr, Mesa, AZ 85204, USA

About the event

How to Help Avoid Costly Financial Mistakes and Create a Tax-Savvy Retirement

Topics we will cover:

• How to help PROTECT YOUR RETIREMENT assets regardless of who gets elected.

• How to approach planning for your INCOME if you are NEARING RETIREMENT.

• Learn ESTATE PLANNING strategies that are vital to the well-being of your family.

• How to grow when Markets rise and not lose when markets fall.

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Podcast - My Smart retirement Sean Fleming
Finra

Fleming Financial Services, Inc. ("FFS") is a licensed investment advisor offering advisory services in the State of Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by FFS in the rendering of personalized investment advice for compensation shall not be made without our complying with jurisdiction requirements or pursuant an applicable state exemption.

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​All written content on this site is for information purposes only.  Opinions expressed herein are solely those of FFS. unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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