Will you have enough income to fund your retirement? Join your host, William Curry, for a complimentary gourmet meal while we discuss the following important topics for recent retirees and those retiring in the next 5 to 10 years:
Seating is limited. Click the button below to reserve your spot!
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Tuesday, August 28, 2018 or Wednesday, August 29, 2018
6:00 p.m. to 8:00 p.m.
Firebirds Wood Fired Grill 91 Wilmington West Chester Pike, Chadds Ford, PA 19317
Tip #1
How to maximize your Social Security income & take advantage of spousal benefits.
Tip #2
How to create a retirement income stream you cannot outlive.
Tip #3
Strategies that may boost your retirement income and potentially reduce your taxes.
And Much More!
Please join your host, William Curry of Wealth Wisdom Group, for this complimentary presentation and gourmet meal. The economy has changed, the world has changed...get Insight and new opinions!
Dates: Tuesday, August 28, 2018 or Wednesday, August 29, 2018
Time: 6:00 p.m. to 8:00 p.m.
Venue: Firebirds Wood Fired Grill located at 91 Wilmington West Chester Pike, Chadds Ford, PA 19317
Menu: Filet Mignon, Chicken, Salmon
William L. Curry, JD, CLU, ChFC, RFC, AEP
As a financial consultant and attorney, William Curry is a multi-faceted professional capable of helping people with virtually all their financial neecls. "My mission” he says, "is to help affluent individuals and families plan, implement and manage every phase of their pre- and post-retirement life, ensuring that their Golden Years are just that - truly golden." Bill, a financial professional since 1969, has over four decades of experience guiding clients through the vagaries of the economy. His credentials include a BA in Economics, MBA and JD (Juris Doctor) from Widener University. He's also earned four certifications - Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC) and Accredited Estate Planner (AEP) - which required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial issues. Bill's professionalism has brought him numerous industry honors, including membership in the Million Dollar Round Table's Top of the Table and lnternational Forum, placing him among the top one percent of insurance professionals worldwide. An even greater tribute to him, though, is his loyal clientele, which continues to grow, thanks to clients' recommendations. Bill and his wife, Jennifer, have two children and three grandchildren. In his leisure time, he is a sports fan, golfer and avid salmon fisherman. He serves his community as Chairman of the Board of Rodney Street Tennis & Tuto&ing, helping at-risk children.
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William L. Curry is a registered representative with and securities are offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Advisory services offered through BFC Planning, Inc. Wealth Wisdom Group, Inc., BFCFS and BFC Planning Inc. are independent entities.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. 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.