Learn how to create a

retirement plan like a

Certified Financial Planner™

Attend this free, educational event with

CFP® Nancy and Sean Fleming

Wednesday, February 20, 6:00 PM
 

Topics covered:
  • Income: How to maximize social security and other income goals in retirement
  • Investments: Portfolio strategies to reduce risk in a volatile market without sacrificing potential gains
  • Taxes: Strategies to reduce taxes now and through retirement
  • Health: How to protect your assets if your health were to deteriorate 
  • Legacy: Is a trust necessary? Ways to determine what you will actually need. Strategies to avoid probate.
Southeast Regional Library 
775 N Greenfield Road
Gilbert, AZ 85234

Visit

4702 E Southern Ave., 

Mesa, AZ 85206

Call

T: (480) 632-8770

 F: (480) 393-1779 

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.

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.