Learn how to maximize your benefits.
Join us for a presentation of how to take control of your retirement with speaker Bill Aldrich, President of First Coast Financial Group.
Topics to be discussed:
- Inflation, interest rates and market volatility
- How you can maximize your social security benefits
- Estate planning – wills, trusts, probate, power of attorney, and long-term strategies
- Roth conversions – Are they worth it and best practices?
- How all these things can impact your retirement
12:00 – 1:00PM Program
This informative luncheon is FREE at WJCT Studios. Reserve your seat today!
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and First Coast Financial Group, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management.
Wednesday, June 7, 2023
11:30 am - 1:00 pm
100 Festival Park Avenue
Jacksonville, Florida 32202