Register for our event!

October 2Oth

11:00AM or 6:00 PM

3179 Livernois Rd

Troy, MI 48083

JOIN US

THE RETIREMENT RED ZONE

What we'll cover:

Why the years right around retirement need special attention
How market losses hit differently near retirement
Turning savings into a reliable retirement “paycheck”
Tax-smart withdrawal strategies
Beneficiary, healthcare & legacy planning

Dates

First Name

Last Name

Phone

Address

City

State

Zipcode

Email Address

Are you bringing a guest?

Guest's First Name

Guest's Last Name

Guest's Email Address

By submitting, you’re okay with receiving text messages from Wisdom Financial Advisors. Msg & data rates may apply. At anytime you may Reply opt out. Consent not required for registration.

Troy Community Center

YOU’VE WORKED HARD TO REACH RETIREMENT

NOW LET’S TALK ABOUT HOW TO NAVIGATE THE YEARS THAT MATTER MOST.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial.