Free Education Forums

New Finacial Concepts is Proud to Present
A Retirement Strategy Forum & Dinner Event!


Worried Elderly CoupleWere your retirement accounts down 20%, 30%, even 40% or more during 2008 - 2009? If you are retired or within 5 - 10 years of retirement, your investment strategies may have not been appropriate for your risk tolerance and time horizon. Investment strategies are as unique as investors. Investors can ruin their retirement by not implementing principle protection and by not choosing appropriate retirement investment vehicles. Failing to understand market volatility and not being informed about your current retirement investments can be devastating to your total portfolio and retirement plans.
 

Important Fact: "The Dow rallied to hit an all-time high of 1051.70 in January 1973 but from there it was all downhill as the oil crisis and Watergate sent stocks into a 45% tailspin ...the Dow wouldn’t recover to hit a new high until November 1982."

Source: Wall Street Journal

If those 9 years happened to be part of your retirement years, are you sure you would recover financially?

Please join us for this important forum where you will learn:

  1. Four Ways Investors Can Ride Out Market Downturn
  2. Principle Protection Strategies
  3. Securing Income to Avoid Outliving Assets
  4. Staying Invested and Diversified Among Asset Classes and Within Different Asset Classes
  5. Investment Risk & Vehicles That Can Reduce Those Risks
  6. How to Establish your own Private Pension-Like Income that is Protected for Life
 You will also learn how to take advantage of the Roth IRA Conversion for 2010:
  1. How to Avoid the 80% - 90% Combined Estate and Lump Sum Income Taxes on Your IRA at Death
  2. How to Enjoy Far Greater IRA Income During Your Lifetime and Leave More to Your Children





     

 

Featured Speaker at These Events:

William C. Nagy, MBA, CSA, IAR, LUTCF

Your host and speaker for the evening will be Mr. William (Bill) Nagy. Bill is an Investment Advisor Representative who has specialized in the needs of seniors for over 20 years. William has seen first hand many of the irreversible mistakes investors can make that may have a negative impact on their finances and retirement.

 

We do not have any dates set currently, but if you would
like to be one of the first people notified of our next set
of seminars, please give us a call today at
(859) 331-0316 or 1-800-526-9187.

This is an invitation only forum. Due to very limited seating, please RSVP at your earliest convenience to ensure your spot today! This exclusive forum is approximately 1 hour in length and dinner will follow. This workshop contains no sales presentation! It is 100% Educational & there is no cost or obligation whatsoever.

Tickets to This Exclusive Forum are FREE. First Time Attendees Only,
& A Limit of 2 Tickets Per Invitation.

We Hope To See You There!

 

 "At the time of this posting,  for decedents passing after December 31, 2009 and prior to January 1, 2011, no estate tax applies.  However, congressional action may change that status if enacted prior to September 1, 2010."