Congratulations for taking a giant step
toward achieving your financial goals
by registering for this special workshop.
This valuable information is brought to you at no charge
but the information you'll receive will be priceless.
Building a successful retirement is journey
and navigating your way there can be quite a challenge.
Keeping your fingers crossed and hoping
your savings won't run out is not a good strategy.
It just isn't.
Too many things can go wrong especially
if you are unaware of your options.
That's when tapping into the knowledge base of an Independent licensed professional makes sense.
“Recent 15 year survey shows – Do-It-Yourself Investors earn 3.2% less per year, net of fees, than professionally managed investment accounts.”
Our instructors may provide you with an opportunity to consult with them afterward to discuss your specific situation.
At that consultation, financial products appropriate to your situation may be discussed.
Our workshop is not endorsed by the Social Security Administration.
Neither the New Life Financial Planning or its instructors are affiliated with the Social Security Administration or any other governmental organization.
One of our staff will be in touch with you to confirm your interest in our workshop by phone and will let you if you qualify to attend.
If you haven't completed our required phone confirmation within a short period of time, please contact
Bryan Daly at 561-246-1404