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Men's Club - Sunday Speaker Series

Sunday, December 9, 2018 • 1 Tevet 5779

9:30 AM - 11:00 AMRoom 8

Retirement Income Strategies

Larry Schwartz, Financial Advisor

Creative Financial Network

As you plan for your retirement, you should ask yourself the following questions:

  1. Should I buy annuities? If so, what kind
  2. Should I invest in a Roth or Traditional IRA?
  3. Am I concerned about running out of money?
  4. How can life insurance help me in my retirement?

 

Larry is a financial advisor with Creative Financial Network, an independent financial services firm. His mission is to build a long-term relationship with you based on a thorough understanding of your individual/business financial needs and goals.

Together we will craft and implement a strategy designed to satisfy what is most important to you today and maintain a course of action to help ensure your goals are being met at every stage of your life.

Larry’s services include life insurance, disability income insurance, annuities, IRAs, income strategies, long term care insurance, 401ks, business succession planning and many others.

 

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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Mon, January 21 2019 15 Shevat 5779