Free

Navigating to and through Your Successful Retirement

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Putnam County Library

50 East Broad Street

Cookeville, TN 38501

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Join Gary L Roden for this FREE educational seminar to help you plan for retirement and all that comes with it. Through a presentation, you'll learn successful, founded techniques to approach yaour retirement and care for your family today and in the future.

RSVPs are required, and seating is limited! Reserve your spot now.

Every attendee will be offered FREE:
1) Investment risk analysis: where to put your money, how, and why.
2) Social Security: when and how to apply.

This event is strictly educational. Nothing will be sold, and you will not be requested or required to make any obligations!

This seminar is sponsored by The Society for Financial Awareness, and Gary L. Roden is a SOFA representative.

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At this seminar, we will cover effective techniques to:
• Accumulate retirement accounts while avoiding unnecessary risk
• Maximize pension and 401-K benefits
• Handle your “rollover” decisions
• Minimize income taxes on retirement income
• Maximize your Social Security benefits
• Avoid surrender charges and high fees on your investments
• Protect your assets and income from unnecessary taxes and risks
• Discuss wills, trusts, probate, and how prudent families protect wealth
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Date and Time

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Putnam County Library

50 East Broad Street

Cookeville, TN 38501

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