Upcoming Events:

Join Us for a Complimentary Dinner Event: 

December 3, 2018 – 6:00 PM | December 4, 2018 – 6:00 PM

Natalia’s Restaurant

201 North Macon Street
Macon, Georgia 31210

A Dinner Evening with a Financial Professional

You and a guest are cordially invited to join us for a Complimentary Dinner & Educational Event. It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, and global uncertainty. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. We will be discussing various obstacles and opportunities in today’s economy, we will provide fresh ideas including some innovative strategies that could not only help reduce your risk but also potentially lower your taxes and increase the amount of income you receive in retirement. Your time will not only be well spent, but it may also prove to be your best investment yet.

Dinner Topics:

✓ Legacy to Heirs: Working with a qualified Estate Planning Attorney to ensure your beneficiaries will receive exactly what you intend.
✓ Tax Diversification Strategies: Learn how to include tax-deferred or tax-free money in your plan.
✓ Health Care Planning: Ways to help address rising healthcare costs with minimum expense.
✓ Risk Education: Learn to properly & effectively transition away from significant market exposure over to more suitable instruments. Learn how to volatility trumps returns.
✓ Income Planning: Creating supplemental income (you cannot outlive) for inflationary times, unexpected medical expenses, or simply an enhanced lifestyle.

Your Host – Bill Danner President & CEO, NSSA, LUTCF, RICP

Bill Danner is the founder and CEO of Security First Asset Management; an independent full service financial advisory firm. He was named a top five 2014 Advisor of the Year finalist in a leading industry publication, Retirement Advisor, one of the nation’s premier media sources for financial professionals. Daniel is the Vice President and an Investment Advisor Representative with Security First Asset Management. He holds the Retirement Income Certified Professional (RICP) designation from the American College and the National Social Security Advisor (NSSA) professional designation. Security First Asset Management is a professional firm designed to help individuals in or near retirement maintain a conservative financial balance. Bill’s firm provides personal risk assessment, estate planning, retirement planning, long-term care needs, investment advice, asset management, and income enhancement strategies.

A Different Approach To Securing Your Financial Future. Don’t face the unknown without getting a 2nd opinion!

Reserve Your Spot Today!

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