Educational Seminars

Safety First Seminars

Please call 312-796-7400 to register for our next seminar.

WE INVITE YOU TO JOIN US FOR A

COMPLIMENTARY GOURMET MEAL AND EDUCATIONAL RETIREMENT PLANNING PRESENTATION!

Send us a quick message and a member of our staff will reach out to you with upcoming dinner presentations in your area. We look forward to meeting you soon!

At the seminar, you will learn about:

Strategies to feel good about preparing for retirement
Strategies that can help rebuild your financial needs
Strategies in challenging times
Strategies to help achieve financial goals
Strategies to help achieve your long-term financial goals
Feeling good about your retirement strategies
Feeling confident about your retirement savings strategies
How you can get income that you won't outlive*
Information about IRA's and tax deferral characteristics **
Things to think about that may be more appropriate for your financial needs
How our clients have kept their money safe from market declines
Options that let you avoid taxes on IRA distributions**
Products that keep your principal safe from market declines*

To attend an upcoming seminar, send your information below

Name

Email

Address

Phone

Question

Thank you!

Oops!

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation