Your Retirement Reality
Process Fixes Problems
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Join us at the Plumsteadville Inn:
Wednesday, May 13th at 6pm
Frequently Asked Questions
1. Why should I come to this seminar?
Ask yourself the following questions:
- Do I know all that I have, how it works, and how it effects me?
- Am I worried about having enough income to fund my retirement?
- Do the recent stock market ups-and-downs concern me?
- Have I properly protected my retirement from all the "what-ifs" in life?
If you answered "yes" to any of the previous questions, this seminar is designed for you!
2. Is this just an annuity sales pitch?
No. There are absolutely no sales pitches. This is an educational seminar for those interested in securing their financial future for retirement and beyond.
3. What topics will be covered during the seminar?
- Understanding potential risks or "What ifs" you may encounter and how to plan for them
- Planning techniques and strategies for claiming your Social Security benefits
- Longevity & inflation – how to potentially avoid outliving your retirement savings dollars
- Strategies to help grow your assets and preserve your portfolio against stock market volatility
- Retirement income planning in today's economy
- Alternative strategies for Long-Term Care
- and much more...
4. Who is the speaker?
Brent E Chavez, Investment Adviser Representative - fiduciary. Learn more about Brent below.
SEMINAR DETAILS
5902 Easton Rd, Pipersville, PA 18947
Date: Wednesday, May 13th, 2020
Time: 6:00pm - 7:30pm
Meal Choices:
Chicken Parmigiana with Pasta Marinara, Broiled Salmon with Rice & Vegetable, or a 5oz Filet with Mashed Potatoes & Vegetable
Dinner salads will be served at 6pm. Please arrive 10-15 minutes early to check in and save your seat.
FEATURED PRESENTER
Brent E Chavez
President,
Aequitas Equitas Investment Group
Investment Adviser Representative
Many people are interested in building their retirement nest egg but don't know where to start. Finding the right strategy on your own can be overwhelming, but you don't have to go at it alone. Utilizing the experience of a professional can save you time and help you make well informed decisions. Join us at the Plumsteadville Inn to see how we can help you navigate your retirement.
Brent has been helping those interested in protecting their financial future for their retirement and beyond. He has years of professional experience required to identify strategies to suit your personal retirement income needs and goals.
A financial professional is one of the most important resources available to you with the ups and downs of today's markets. Brent is committed to helping you with the task of investment and retirement income planning. He can help ease the burden of planning for retirement with the level of professionalism and commitment that you deserve.
This Complimentary Meal & Presentation Will Show You:
Tip #1
How to utilize your Social Security income & take advantage of spousal benefits
Tip #2
How to create a retirement income stream designed to last a lifetime
Tip #3
Strategies that may boost your retirement income and potentially reduce your taxes
And Much More!
Please join your host, Brent E Chavez of Aequitas Equitas Investment Group, for this complimentary presentation and meal.
The economy has changed, the world has changed...get insight and new opinions!
Date: Wednesday, May 13th, 2020
Time: 6:00pm - 7:30pm
Venue: Plumsteadville Inn located at 5902 Easton Rd, Pipersville, PA 18947
Seating is Limited
Your Retirement Reality - Process Fixes Problems
AEQUITAS EQUITAS INVESTMENT GROUP
3160 Bedminster Rd, Bedminster, PA 18910 - (215) 766-7002 - [email protected]
Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Adviser. The information given at this event is based on current understanding of federal tax laws as they relate to life insurance annuities, IRAs or other matters and are subject to future changes. Specific situations will not be discussed. Seats are limited at this event. If an attorney, CPA or financial professional attends, there could be an educational fee charged.
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