Financial Planning for Retirement - Investment Advisor, PA

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Free Financial Calculators for Retirement Planning
Retirement Investment Planning - Financial Advisor, PA

Seminar/Workshop Dates

At Strategic Money Management, we believe that while it is important to accumulate wealth for retirement, it is how much of that wealth you get to keep that really counts.  To help you do this, we continually educate ourselves about issues related to financial retirement planning and IRA distribution rules in particular.  We share this information with our clients through individual consultation and periodic workshops.
 
Earl Schultz, ChFC, president of Strategic Money Management, is the presenter.  Earl is a member of Ed Slott's Elite IRA Advisor Group, through which he has gained specialized knowledge about IRA distribution planning and financial retirement planning.  Join Earl Schultz, ChFC, for a fast-paced financial retirement planning seminar.  Space is limited.  Sign up today!


UPCOMING WORKSHOPS: 
Reservations required.  Please call 610-404-3014 or 1-877-888-3014.


Retirement Strategies in an Uncertain World
      Your IRA: Learn how you may be able to take money out of your IRA with much less tax!


    When: Tuesday, July 20, 2010 at 5:30 p.m.
    Where: The Inn at Reading, 1040 N. Park Rd., Wyomissing, PA 19610


 

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 Earl Schultz is an Investment Advisor Representative of and securities offered through, USA Financial Securities Corporation, Member FINRA/SIPC. (www.finra.org).
A Registered Investment Advisor. 6020 E. Fulton St., Ada, MI 49301.
Strategic Money Management is not affiliated with USA Financial Securities.