And Much More!

Please join your hosts, Eric Lahaie & Jennifer Lahaie of JEHM Wealth & Retirement, for this complimentary presentation and dinner. The economy has changed, the world has changed...get insight and new opinions!

Date: Thursday, August 9, 2018 or Tuesday, August 14, 2018

Time: 6:30 p.m. to 8:30 p.m.

Venue: Rick Erwin's Eastside located at 8595 Pelham Rd, Greenville, SC 29615

Eric Lahaie, RICP®, CFS®, and Jennifer Lahaie, RICP®, CAS®

Eric and Jennifer Lahaie are the Owners of JEHM Wealth & Retirement, an independent financial advisory firm that has a distinct focus on retirement income planning. As Retirement Income Certified Professionals (RICP®), they focus on helping people who are typically within 10 years of retirement or already retired understand and prepare for the challenges they will face in retirement, helping give them added confidence to make choices without fear or uncertainty.  

Using their 5-step Retirement L.I.F.E. Readiness Process, JEHM Wealth’s goal is to help clients gain clarity on how they will generate income to support their lifestyle through retirement, help protect their money from major losses in the stock market, hedge against inflation and future long-term care expenses, fund financial emergencies and accomplish their desired legacy goals.  

Their proprietary Retirement L.I.F.E Readiness Process incorporates a purpose-driven investment model that prioritizes the 3 elements of money, providing the proper allocation to stocks, bonds, commodities, real estate, life insurance or annuities to help accomplish financial goals on the most tax efficient basis.

Eric and Jennifer were born and raised in Northern Michigan, then spent 21 years in Southwest Florida before moving “1/2-way-back” and settling in the beautiful Greenville area. Over their last 20 years in business they have spent countless hours educating themselves through college and industry specific courses, as well as continue to meet, train and share several times a year with Retirement Planners all over the country to insure the strategies they are using continue to be relevant for their Client Family. Both are Alumni of American College of Financial Services, hold the coveted RICP® (Retirement Income Certified Professional) designation and are Insurance and Securities licensed. Additionally, Eric holds his Certified Fund Specialist (CFS®) designation and Jennifer holds her Certified Annuity Specialist (CAS®) designation. Eric and Jennifer share their knowledge in leadership, business, finance and investing, coupled with their natural instinct to help others, to educate and motivate their clients to make wise financial decisions that help them realize their financial goals. Their commitment to operate under a Fiduciary Standard and keep their client’s best interest at the heart of all decisions, is further evidenced by their membership in the National Ethics Association and the Better Business Bureau.  

Family and community involvement are important to the Lahaie’s. They have been actively involved with many community organizations such as: The American Heart Association, American Cancer Society, Blessings in a Back Pack, Greenville Chamber of Commerce, The Society for Financial Awareness, and Mentor for the Youth Educational System. In their spare time, Eric & Jennifer love to spend time with their daughters Haley and Mallory. As a family, they love to be outdoors, hiking, travelling and exploring new places.  

As seen in/on: Money.com, Fortune, Right on the Money and CNNMoney  

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*https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. Licensed Insurance Professional. This event is strictly informational, nothing will be sold or offered. 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.

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. JEHM Wealth & Retirement and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that JEHM Wealth & Retirement and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments 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 Retirement Wealth Advisors. WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop-loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement. There is no guarantee the exact WealthGuard™ value will be captured or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.