We hope you and your family are staying healthy and active during this pandemic.

During these unique times, people are feeling uneasy regarding their financial future. We want to provide to you a family dinner for four, conveniently delivered to your home by a professional delivery service, and a follow-up Zoom call to discuss the financial issues that can affect you and your family during this unprecedented time.

Our post-dinner call will focus on these three critical issues facing you and your family, as well as any other pertinent topics:

1. Market Volatility — Ways you can protect your retirement income.
2. Longevity Risk — What it means for your retirement success.
3. Managing Taxation — Strategies that may help you save thousands in retirement.

Our session will be informative, fun, and casual. If you decide that we offer value and are trustworthy, we can have a dialogue on how to continue a relationship. We look forward to our call and assisting you.

Can't make it for dinner on July 29? Call me directly at 248.733.4905 to set up a virtual meeting.