RSVP Retire – Your Passport to Retirement

Your “How to” Guide for Financial Success

Join us for Passport to Retirement, held at Gwynedd Mercy University

Location:

Gwynedd Mercy University

University Hall Room E 109

1325 Sumneytown Pike

Gynedd Valley, PA 19437

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Dates and Time:

Tuesday, Sept 16th and 23rd

Thursday, Sept 18th and 25th

All sessions:

6:00 to 9:00 pm

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Passport to Retirement contains something for everyone, addressing the financial issues that may be an obstacle to your retirement. Led by a Certified Financial Planner, name, the information you learn will serve you throughout your lifetime.

Here’s what’s included:

Determine the amount of money you need to retire
Understand how inflation can impact your retirement planning decisions
Select the retirement plan distribution choice that is right for you
Plan your retirement income to preserve a comfortable standard of living
Transfer the risk of potential financial losses before or during retirement
Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
Attend with spouse, partner or guest at no additional cost
Take-home course textbook
Optional 1-1 consultation

Meet Your Instructors:

Clark T. Schweitzer, CFP®, Senior Wealth Advisor

Pete Hackenbrack, CRPC®,AIF®Senior Wealth Advisor

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Your instructors, Clark Schweitzer, CFP®, and Pete Hackenbrack, CRPC®, AIF®, are Registered Representatives and Investment Advisory Representatives with Diversified LLC. Diversified LLC is an investment adviser registered with the U.S Securities and Exchange Commission (SEC). Supervisory office: 3705 Concord Pike, Wilmington DE 19803 (302)765-3500. SEC registration does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial planning and Investment advisory services offered through Diversified, LLC.