1-800-976-1093 RSVP Code 516738 Select a Date and Register

JOIN US FOR A COMPLIMENTARY PRESENTATION

HOW TO THRIVE IN RETIREMENT

Learning How To Avoid Costly Mistakes May Be The Best Investment You Can Make.

Select a Date and Register

Click an event date below to register!

Mon Nov 2

Lark

6:30pm Eastern - 611 Righters Ferry Rd Bala Cynwyd, PA 19004

This Event Is Full This Event Has Already Taken Place

Tue Nov 10

Lark

6:30pm Eastern - 611 Righters Ferry Rd Bala Cynwyd, PA 19004

This Event Is Full This Event Has Already Taken Place

What You'll Learn

AMERICA’S NATIONAL DEBT & TAX REFORM: How will the new tax reform impact your bottom line and retirement nest egg?
COST OF LIVING IMPACT: How to maintain your purchasing power in retirement—even as inflation rises.
RETIREMENT INCOME: Strategies designed to produce more income if interest rates drop.
FACE THE “BIG BEAUTIFUL BILL” WITH CONFIDENCE: Learn how you could protect your 401(k), IRA, and Social Security from potential tax hikes.
TAX SAVING STRATEGIES: How future tax rate increases may affect your retirement and will you be left with enough money?
STOCK MARKET VOLATILITY: Could rising oil prices create inflation and affect stock market volatility?

Select a Date and Register

Featured Speakers

Shayna Harvey, CFP®, President of Wealth Management

We have worked with many neighbors of Newtown Square, over the years. Many who are of retirement age just like you and have shared concerns about: Their Taxes Going Up, Outliving Their Money, and Rising Healthcare Costs.

Benjamin Baehr, Financial Advisor

I would value the opportunity to discuss your specific concerns and, more importantly, your goals. My focus is on partnering with you to create a strategy that supports the retirement you have worked so hard for.

Select a Date and Register

JECohen & Co. LLC (“JECohen”) offers investment advisory services. JECohen does not provide accounting, tax, or legal advice to investors. Investments are not FDIC insured, are not bank guaranteed and may lose value. Not affiliated, endorsed or authorized by the Social Security Administration or any other government agency. This invitation is for the exclusive use of the person to whom it is addressed. Event(s) not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees.