Upcoming Events:

A Dinner Evening with a Financial Professional

Join Us for a Complimentary Dinner Event: 

March 17, 2020 – 6:00 PM | March 19, 2020 – 6:00 PM

Props Steak & Seafood Restaurant
1289 South Houston Lake Road
Warner Robins, GA 31088

Estate Planning Myths vs. Reality – Are your Assets Protected?

You and your guests are invited to attend a Complimentary Dinner Event at Props Steak and Seafood Restaurant in Warner Robbins, GA. We are expecting a capacity audience and seating is limited, so please guarantee your reservations today by calling Pat Andrews at 1-888-417-6278 or pandrews@sfamga.com.

Don’t Face the Unknown Without Getting a Second Opinion!

Well-known local retirement specialists, Bill Danner and Daniel NeSmith, will discuss strategies aimed at helping you preserve your capital, potentially get more income, decrease your risk and possibly reduce your tax burden. You will leave with valuable information you can act upon immediately.

Attend This NO-COST Event and walk away with actionable next steps!

Dinner Topics:

✓ Learn the difference between a Simple Will and an Estate Plan – and why it’s crucial to have the latter
✓ Discover how to protect your loved ones from probate and costly court and attorney fees?
✓ Understand how a trust can safeguard your assets for beneficiaries
✓ Learn how to prepare for Long-Term Care (LTC) without the traditional LTC insurance policy
✓ IRAs: Could your IRA represent a huge financial mistake for you and your family?
✓ Retirement Income: How much money can you take each year? How does that change if the markets decline?
✓ Market Volatility: Will your retirement income come up short if the markets drop sometime during your retirement?

Your Hosts

Bill Danner, President & CEO, NSSA, LUTCF, RICP

Daniel NeSmith, Vice President, RICP, NSSA

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.

Dinner is on Us and There is Absolutely No Obligation. Please Select the Most Convenient Date and Time for You and RSVP Now!

Reserve Your Spot Today!

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