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"Financial Strategies For Uncertain Times"
Are you prepared to make the right choices?
Summit Planning Group invites you to join us for an informative dinner seminar that is specifically focused on making informed choices to address your financial objectives, both leading up to and during retirement.
If you are looking for an investment strategy and not a product, this free seminar will show you how you can learn ways to help you increase income, preserve wealth and minimize taxes.
▲Learn how to have a
well-built, well-navigated financial plan
▲Avoid the 5 most common retirement and financial planning pitfalls
▲Create a well diversified portfolio designed to help capitalize on today’s market trends
▲ Learn ways to lower your income taxes and increase your income
▲Avoid probate and other common estate planning mistakes.
▲Develop strategies to help you protect your life savings from long term care expenses.
Attendees will receive a free retirement planning kit that includes: 2006 Tax Planning guide, Understanding Living Trusts, A guide to Asset Allocation, Advance Care Planning Booklet, Consumer Booklet on NYS Partnership for Long Term Care and the Consumer Guide to 72t Distributions (early retirement without penalties.)
No products or services will be offered
SEATING IS LIMITED
PLACE YOUR RESERVATIONS BY CALLING
315-425-0344
Dinner
Seminar Tracking #350095
COMING SOON
TBD
Learn how to avoid the 10 biggest retirement planning mistakes! Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In this course you’ll learn how to: create a plan to retire early, manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.
The cost of the course is $49, which includes a 235-page illustrated textbook. Checks should be made payable to Summit Planning Group.
Class sizes are limited so register today! To register please call 315-425-0344.
Seminar Tracking #3290711
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Life Planning for Retirement
Retirement Needs & Expenses
Retirement Roadblocks & Mistakes
Retirement Income Sources
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Retirement Plan Distributions
Investments
Risk Management & Asset Protection
Estate Planning
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Richard J. Urciuoli's professional experience is in the following areas of Financial Planning: Retirement, Taxes, Investments, Insurance, and Estates. He became a CERTIFIED FINANCIAL PLANNER™ in 1987 and has drawn upon his substantial knowledge of tax and financial planning accumulated throughout the years.
Mr Urciuoli's professional memberships include the Institute of Certified Financial Planners and the International Association of Financial Planning. He has been quoted as a retirement and estate expert in many publications and has made numerous television appearances. He is the host of the Summit Planning Financial Hour on WSYR-570AM Radio, Saturdays 10-11am.
6:30 pm – 9:30 pm September 6th & 13th (Thursdays)
Cicero Community Senior
Center
5924 Lathrop Drive
Cicero, NY 13039
Click here for
a location map
COMING SOON
September & October 2007
LeMoyne College
October 2007
W. Genesee HS - Camillus
November 1st & 8th
Ray Middle School - Baldwinsville
CFP®, CERTIFIED FINANCIAL
PLANNER™, and 
are
certification marks owned by Certified Financial Planner Board of Standards,
Inc. These marks are awarded to individuals who successfully complete
the CFP Board’s initial and ongoing certification requirements.
(315) 425-0344 Fax (315) 471-6768
e-mail: summit.planning@lpl.com web site: http://www.summitplan.com
Securities Offered Through LPL Financial * Member FINRA/SIPC