Join our upcoming seminar:
“The Roadmap to Retirement”
In this seminar, you’ll learn...
- Advantages and disadvantages of collecting Social Securitybenefits early versus later
- Retirement income planning
- An evaluation of medical and long-term care options
Wednesday, April 4th at 12 PM
FDOT District 4 Auditorium
Light snacks and refreshments provided.
Financial Advisor at SWBC Investment Services, LLC
Located at Connect Credit Union
This seminar is for informational purposes only and should not be construed as an offer to sell or the solicitation of an offer to buy any security. Neither SWBC Investment Services, LLC nor the presenter/financial professional provide tax advice. Please consult your tax professional for tax advice.
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this insititution. NO CREDIT UNION GUARANTEE. NOT NCUSIF INSURED. MAY LOSE VALUE.