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Upcoming Seminars

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New Generation Retirement Seminar

Retirement is different today than it has been for previous generations.

It is a great time for you to get information (or even a second opinion) on your retirement to help address common retirement concerns.

  • How much risk is your retirement savings exposed to?
  • How can you help maximize your Social Security benefit?
  • Can you create a retirement income strategy that lasts as long as you do?
  • Do you have access to technology that can make your retirement easier to manage?

At my New Generation Retirement®  seminar, you’ll receive information to help answer these questions and others to help you learn how to prepare for a steady retirement in a changing world.

Is your retirement ready to stand the test of time?

 

Enhanced Planning Seminar

Enhanced Planning is Too Important to Put Off

No matter the size of your estate, careful preparation may help ensure that it passes efficiently to the next generation. At Enhanced Planning: Protect Your Legacy and Preserve Family Harmony, you’ll learn how enhanced planning can help you leave a legacy of family harmony.

Wills, Trusts, Beneficiaries: These Aren’t Just for the Rich

Register to attend Enhanced Planning: Protect Your Legacy and Preserve Family Harmony. Choose a date and time from the list below.



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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Guardian Investment Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Guardian Investment Management, LLC an Investment Advisor in the State of Missouri. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Guardian Wealth Management, LLC, an affiliated company.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Missouri or where otherwise legally permitted.

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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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