Will you have enough income to fund your retirement? Join your host Mark Davis 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:
*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.
Wednesday, December 6, 2017 6:00 p.m. to 7:30 p.m.
Pappadeaux Seafood Kitchen
18349 Dallas Pkwy, Dallas, TX 75287
Tip #1
Strategies to protect your savings in a down market.
Tip #2
How to create a retirement income stream you cannot outlive.
Tip #3
Strategies that can potentially boost your retirement income and reduce your taxes.
And Much More!
Please join your host Mark Davis of Davis Financial for this complimentary presentation and dinner. The Economy has Changed, the World has Changed...Get Insight and New Opinions!
Date: Wednesday, December 6, 2017
Time: 6:00 p.m. to 7:30 p.m.
Venue: Pappadeaux Seafood Kitchen located at 18349 Dallas Pkwy, Dallas, TX 75287
Mark Davis, Founder
Davis Financial
Mark Davis was born in San Diego, CA and grew up in Southern CA. He attended Cal State Fullerton and San Diego State University. After college Mark was recruited as a territorial manager for a large industrial uniform company and relocated to Dallas, TX in 1979. He was in charge and worked the Southwest United States. After a decade of working in that industry, Mark entered the retirement services industry where he has spent twenty plus years helping hundreds of individuals sort through their retirement income planning needs. Mark works with a variety of CPA' s, Attorney's and mortgage professionals to assist his clients with their retirement needs and believes in the philosophy of "Never lose money".
Davis Financial’s goals for their clients include:
Copyright © 2017 Your Retirement Reality | Privacy Policy
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.