A Special Invitation for You
A Special Invitation for You You are cordially invited to join us for a Complimentary Dining Event at Clear Springs in Nacogdoches. Our informative and entertaining events are by invitation only. Please guarantee your space now by using one of the convenient RSVP options listed below. Please bring your spouse or significant other. Seating is always limited for the comfort of our guests.
Global Events Are Affecting Your Retirement Accounts Unrest in North Korea and The Middle East, and Chinese Trade are Influencing Market Conditions. Know Your Options and Take Control of Your Future.
Dinner Event Highlights: • • • • • • • •
How much of your retirement accounts are tied into the performance of the global economy? Why your income withdrawal plan for retirement income is more critical than your wealth accumulation plan How taxes will affect each source of retirement income What does the future hold for Social Security and Medicare? How can you maximize your benefits? Is the advice you are currently getting coming from a fiduciary? Why is this important? How to mitigate risks to your legacy, such as planning for health care and extended care Estate and legacy planning strategies to help protect your legacy, desires and dreams A different way to diversify your portfolio that doesn’t merely rely on different market correlated investment vehicles
DON’T LET GLOBAL UNCERTAINTY IMPACT YOUR RETIREMENT …YOU HAVE CHOICES.
LUNCH DINNER 211 OLD TYLER RD NACOGDOCHES, TX 75961
Wednesday March 21st 11:00 AM
Thursday March 22nd 6:00 PM
The Meal is On Us and There is Absolutely No Obligation.
Please Select the Most Convenient Date and Time for You and RSVP Now!
(800) 819-8681 Register online at www.YesRSVP.com | Your Personal RSVP Code is 202919 Reservations are subject to qualification. Clients of Pineywoods Financial are required to register at least one guest of retirement age who has not yet heard David’s presentation. Please call 1-866-748-7721 to register with our office directly. Please do not respond directly to the restaurant as this educational program is not sponsored by the restaurant! There is no obligation – nothing to buy. The material covered at this event is for ages 55-80 with savings/investment portfolios of $50,000 or more. Any exceptions must be approved by the home office at 1-866-748-7721. Please… no children, agents, or brokers. If you or your guests have previously attended an event with Pineywoods Financial, please call 1-866-748-7721 to register.
Global Events Are Affecting Your Retirement Accounts Unrest in North Korea and The Middle East, and Chinese Trade are Influencing Market Conditions. Know Your Options and Take Control of Your Future.
Dinner Event Highlights: • • • • • • • •
How much of your retirement accounts are tied into the performance of the global economy? Why your income withdrawal plan for retirement income is more critical than your wealth accumulation plan How taxes will affect each source of retirement income What does the future hold for Social Security and Medicare? How can you maximize your benefits? Is the advice you are currently getting coming from a fiduciary? Why is this important? How to mitigate risks to your legacy, such as planning for health care and extended care Estate and legacy planning strategies to help protect your legacy, desires and dreams A different way to diversify your portfolio that doesn’t merely rely on different market correlated investment vehicles
DON’T LET GLOBAL UNCERTAINTY IMPACT YOUR RETIREMENT …YOU HAVE CHOICES.
LUNCH DINNER 211 OLD TYLER RD NACOGDOCHES, TX 75961
Wednesday March 21st 11:00 AM
Thursday March 22nd 6:00 PM
The Meal is On Us and There is Absolutely No Obligation.
Please Select the Most Convenient Date and Time for You and RSVP Now!
(800) 819-8681 Register online at www.YesRSVP.com | Your Personal RSVP Code is 202919 Reservations are subject to qualification. Clients of Pineywoods Financial are required to register at least one guest of retirement age who has not yet heard David’s presentation. Please call 1-866-748-7721 to register with our office directly. Please do not respond directly to the restaurant as this educational program is not sponsored by the restaurant! There is no obligation – nothing to buy. The material covered at this event is for ages 55-80 with savings/investment portfolios of $50,000 or more. Any exceptions must be approved by the home office at 1-866-748-7721. Please… no children, agents, or brokers. If you or your guests have previously attended an event with Pineywoods Financial, please call 1-866-748-7721 to register.
