YOU'RE CORDIALLY INVITED TO ATTEND
SMART COUPLES, SMART RETIREMENT
AN EXCLUSIVE DINNER EVENT
Based on the concepts discussed in the #1 bestselling book, Smart Couples Finish Rich®, by 10-time New York Times bestselling author, David Bach.
Fleming Financial Services cordially invites you and your guest approaching or already in retirement to attend a no-obligation educational retirement and insurance sales presentation. We will clearly present valuable information that may help increase your income, reduce your risk, lower taxes and help put you on the path toward a well-planned retirement.
How smart couples work as a “team” on their retirement goals
The new 2017 tax rules and how to “catch up” over age 50
What your not being told about your IRA account and need to know
What to do with “dormant” retirement accounts from previous employers
How to ensure your values are aligned with your money as a couple
Fleming Financial Services
Five key financial decisions every couple needs to make
How to find out NOW if your retirement income will last as long as you’ll need it
How to prepare for future market corrections before they happen
Why believe it or not, many retirees may actually be wise to take Social Security early
Nancy began her career at a large brokerage firm, but created her own firm. “I found it a conflict of interest to want to work in the best interests of my clients while my employer was requiring me to do and consider what was best for the company.” It took much effort to branch out on her own. She did it so she could better serve the needs of her clients on an independent basis.
“Helping people plan for a secure retirement is my crusade in life,” she says. “I want to provide a ‘safe haven’ where people feel they can come and talk to me because I take the time to listen and help them understand their options.”
Nancy is the host of radio show and podcast "My Smart Retirement". Her show won the “2016 Listeners Choice Award” for a favorite local weekend show. She has also contributed articles as a Contributing Columnist for Kiplinger online. In addition, she has been named a “Five Star Wealth Manager,” is listed in the September 2017 Phoenix Magazine, as well as Forbes Magazine.