The Changing World of Retirement Planning

Thursdays, October 9th and 16th
or
Wednesdays, October 15th and 22nd
or
Saturday, October 11th

Victor J. Andrew High School
9001 171st St
Orland Hills, IL 60487

YOU WILL DISCOVER HOW TO:

Determine if you have enough money for retirement
Help protect your assets in a rising tax rate environment
Use the 3 basic types of retirement accounts to improve cash flow in retirement
Evaluate the benefits of a Roth Conversion
Maximize Social Security income
Help protect your portfolio against stock market loss during retirement
Reduce, or eliminate unwanted expenses or delays with estate planning
Understand if your portfolio is truly “diversified”
Avoid the three basic “pitfall” of retirement distribution planning

CALL TO REGISTER

CONTACT

10335 W Lincoln Hwy.
Frankfort, IL 60423

Office: (708) 775-6606

Fax: (708) 427-0490

*The external links provided is are a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. Arete Wealth Management, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the NarishFinancialService website and assume total responsibility and risk for your use of these sites.

Securities offered through Arete Wealth Management, Inc. (AWM), a registered Broker¬Dealer & member FINRA & SIPC. Investment Advisory Services offered through Arete Wealth Advisors, Inc. (AWA), a SEC Registered Investment Advisor. Narish Financial Services and AWA are independent of AWM.

Please be advised that presently, David A. Narish holds Series 7 & 66 licenses in IL, IN, and NC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by David A. Narish before proceeding further. Kelsey A. Narish holds Series 65 license in IL. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Kelsey A. Narish before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Arete Wealth Management, LLC will fluctuate in value and are subject to investment risks including possible loss of principal.

EVENTS

The Changing World of Retirement Planning

Thursdays, October 9th and 16th or Wednesdays, October 15th and 22nd or Saturday, October 11th

Victor J. Andrew High School 9001 171st St Orland Hills, IL 60487

CONTACT

Thursdays, October 9th and 16th
or
Wednesdays, October 15th and 22nd
or
Saturday, October 11th

Victor J. Andrew High School
9001 171st St
Orland Hills, IL 60487