FINANCIAL PLANNING WORKSHOP
Featuring Your Host:
Thomas "Skip" Kelley
You are invited to a FREE financial planning workshopevent that will teach you what you don’t know about retirement, investments, estate planning, taxes, social security and long-term care.
There is no cost or commitment for attending the event.
Please make sure to SELECT THE VENUE LISTED ON YOUR INVITATION.
Event Location
Date and Time
Concord City Wide Community Center
Program Room #2
14 Canterbury Rd
Concord, NH 03301
Tuesday, March 7th
6:00pm - 7:30pm
Atkinson Community Center
Banquet Room
4 Main Street
Atkinson, NH 03811
Tuesday, March 21st
6:00pm - 7:30pm
SAVE YOUR SPOT RIGHT NOW!
TOPICS
Investment Planning
Cover this costly risk using alternative products without large expenses.
Retirement Planning
Create a distribution plan that is designed to help you make it through retirement.
Tax Strategies
How to get to the 0% tax bracket before the sunset of the Trump tax-cuts.
Low-Risk Investing
Low risk financial products that are designed to produce attractive returns.
Estate Planning
How to avoid probate and make sure that your health care is protected.
Social Security
With 567 different ways to elect your benefits, find out which will pay you the highest income for life.
Long-Term Care
Cover this costly risk using alternative products without large expenses.
FINANCIAL PLANNING WORKSHOP
Registration is required prior to the event to ensure capacity.
Please note that a majority of the information is only relevant to adults in retirement or nearing retirement.
For that reason, priority will be given to individuals who meet that criteria.
SMRS Financial Advisory and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions SMRS Financial Advisory. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.