Broker Check

May 28: Investment Strategies For Retirement

I’d like to extend my personal invitation to you to attend a wide-ranging presentation on thought-provoking topics affecting retirement today. Join other smart retirees and pre-retirees who recognize the need to expand their knowledge about retirement choices. We’ll be discussing:

  • How long retirement may last
  • How much is retirement expected to cost?
  • Perception vs. reality regarding investment choices
  • Choosing investment strategies to match your goals
  • Potential sources of retirement income

Date: Tuesday, May 28th

Times: 8:15 am – 9:15 am and 5:00 pm -6:00 pm

Location: Beavercreek Office Suites, 2661 Commons Blvd, Beavercreek, OH 45431

 Please RSVP by calling (937) 427-4292 or via email at no later than Friday May 24th.

Jose "Rafi" Rodriguez  

Mutual funds, variable annuities, and variable universal life insurance are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money.