For all those who braved the Wednesday storms to attend our first 2013 educational seminar, thank you! We enjoyed catching up, eating great Maggiano's food, and discussing how the financial decisions you make today will help sustain your savings throughout retirement.
If you were unable to attend, we covered several important financial topics:
- 8 retirement challenges - avoiding the perfect storm.
- Investing during uncertain times - introduction to alternative investments.
- Beyond the fiscal cliff - tax impacts and tax reduction opportunities.
Please call or write if you would like to discuss the information. We are looking forward to our next seminar and hope you can join us.
ABOUT WEALTH AND PENSION SERVICES GROUP
Wealth and Pension Services Group is an independent SEC-registered investment advisor. WPSGI provides comprehensive wealth management advice, portfolio management, and insurance services. Wealth and Pension Services Group also has a dedicated corporate retirement benefit arm, 401kProAdvisor that seeks to improve retirement plan outcomes for Participants while lowering costs and providing consultative fiduciary services to Plan Sponsors. WPSGI currently manages assets in excess of $300 million, assisting individuals, families, and institutional clients in multiple states. For more information and to learn how Wealth and Pension Services Group can help you and/or your business, please visit www.wealthandpension.com CONTACT: Michelle O’Leary 770-333-0113 x101 Wealth and Pension Services Group Inc.