Presents:

Investing 101: Fundamentals, Options and Methods of Investing

You and a guest are invited to join us for a complimentary, four-course meal and a special presentation at The Barn at Rocky Fork Creek in Gahanna, OH. Register below!

Have you ever wondered how the wealthy became wealthy and how they kept their wealth growing? Do you think about possibly retiring early or being able to retire at all? Do you know you should invest, but don’t know where to start?  

If you’ve answered “yes” to any of those questions, you’ve come to the right place. Join your host James D. Zifer, Jr for this special event to get a clear view on how to achieve your retirement and investment goals. We will discuss the following topics followed by a complimentary, four-course meal:

  • Different types of investments and how they work including: ETFs, IPOs, REITs, Mutual Funds, Stocks, Real Estate, etc.
  • Strategies for portfolio management including active vs. passive management, dollar cost averaging, asset allocation, etc.
  • How to maximize the growth of your investments and reach your goals by utilizing diversification and allocation models.
  • The power of compounding interest and the importance of outpacing inflation.
  • How fees can significantly affect your portfolio’s growth potential.
  • Strategies to help achieve your long-term financial goals.
  • Understanding potential risks and how to avoid them.
  • And More!

Complete the form below and click the button to reserve your spot!

*Due to the popularity of this event, seating is limited. Reserve your spot today to guarantee your seat! By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.

Date & Time:

Wednesday, August 9, 2017

6:00 p.m. to 8:00 p.m.

Venue:

The Barn at Rocky Fork Creek

1370 E Johnstown Rd, Gahanna, OH 43230

Workshop Details 

80% of Americans between the ages of 30 and 54 believe they will not have enough saved for retirement. 45% of Americans have saved nothing for retirement, including 40% of Baby Boomers. 38% don't actively save for retirement at all.* Hidden fees in your retirement savings accounts can reduce your returns by over 35%.

Those are some shocking statistics!

If any of these statistics sound like you, the good news is, there is still time to do something about it! Even if you don't fall into one of these categories, it is still important to become informed so that you may avoid any potential risks between now and retirement and maximize the growth of your investments.

Advance planning is essential, and the decisions you make now can have a tremendous impact on the total growth of your investments over your lifetime. It's important to know all of the strategies and alternatives that are made available to you so you can make informed decisions and stay in control of your money.

At this exclusive event, you will learn about important topics while enjoying a gourmet dinner in a relaxed environment with others like yourself. No products or services are discussed or sold at Your Retirement Reality events. This event is 100% free and there is no-obligation by attending!

Who Should Attend? 

  • Individuals or couples who are new to investing and looking to get started.
  • Active investors who want to become more informed and reassure they are making the right decisions.
  • Anyone with concerns about not having enough saved for retirement.
  • Confused with all of the information out there and want straightforward answers.
  • And you! There is something for everyone to take away from this event!

Join us for this Complimentary, Gourmet Meal and learn Important Tips & Strategies for creating a Successful Investment Strategy and Maximizing the Growth of Your Investments!

Please join your host James D. Zifer, Jr of Preferred Planning Services for this complimentary presentation and four-course, gourmet meal. The economy has changed, the world has changed...get insight, new opinions and learn from others like yourself to help you achieve a successful, stress-free retirement with important investing fundamentals!

Date: Wednesday, August 9, 2017

Time: 6:00 p.m. to 8:00 p.m.

Venue: The Barn at Rocky Fork Creek located 1370 E Johnstown Rd, Gahanna, OH 43230

Menu: See below!

Dinner Menu

First Course - Appetizers served "family-style"

*Shrimp Cocktail - jumbo shrimp, classic cocktail sauce *Prime Beef Carpaccio - horseradish cream, Parmesan, cracked black pepper

Second Course - Choice of salad

*House Salad - tomato, cucumber, radish, red onion, carrot, crouton, poppy seed vinaigrette *Caesar Salad - romaine, garlic croutons, Parmesan dressing

Third Course - Choice of entrée

*10 Oz. Prime Flat Iron - served with mashed potatoes, broccoli and our house made steak sauce *Roasted Half Chicken - stuffing, asparagus, lemon butter *Spaghetti Bolognese - house made marinara, Parmesan Reggiano, garlic cheese toast

Fourth Course - Choice of dessert

*Chocolate Cake - chocolate caramel cake, whipped chocolate frosting *Mixed Berry Cobbler - cinnamon streusel, vanilla ice cream

REGISTRATION CLOSES IN:

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FEATURED PRESENTER

James D. Zifer, Jr, Licensed Insurance Professional  

President, Preferred Planning Services

Preferred Planning Services (PPS) in New Albany, Ohio, is a retirement income planning firm that specializes in assisting seniors with preserving their assets as they face some of retirement's challenges. Created nearly twenty years ago to provide seniors with an opportunity to receive quality, timely information about managing and protecting their retirement income, we are committed to answering your questions concerning: Proper Asset Division, Gifting, Long Term Care, Medicaid Rules, Retirement Income Planning and Care Planning Strategies.  

Jim Zifer, President of Preferred Planning Services, believes in a team approach to planning, and works with elder law attorneys to find a single source for you, and your family, to find the answers to your questions. By using this approach, we help make the best use of all the resources available to ensure that you are properly prepared.

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*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx 

Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.