Join us at Carmello's in Old Town Manassas for a complimentary dinner and retirement seminar presentation. During the presentation, Jay Sharifi shares informative strategies to help you prepare for the future and take the necessary steps to build a plan for your retirement.
Join us at Texas de Brazil for a complimentary dinner and retirement seminar presentation. During the presentation, Jay Sharifi shares informative strategies to help you prepare for the future and take the necessary steps to build a plan for your retirement.
During our seminars, we’ll address important topics and questions such as:
How to build a plan to ensure you have income for life.
How to build a tax plan that supports your retirement decisions.
How we help our clients feel confident and protected in the current market.
How IRMAA can negatively impact your Social Security benefits and what you can do to stay on top of it.
Seating is limited, so if you would like to attend one of our complimentary seminars, please reserve your spot! If you have any questions, please give our office a call at (877) 650-4738.
Skip the seminar and schedule your personal Discovery visit today!
Ready to take the first step in your financial journey? Schedule a complimentary meeting with one of our financial advisors and learn more about how we can help you achieve your financial goals.
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