Upcoming Events:

A Dinner Evening with a Financial Professional

Join Us for a Complimentary Dinner Event: 

September 17, 2019 – 6:00 PM | September 19, 2019 – 6:00 PM

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

New Trump Tax Code Opens the Window to Potentially Saving Thousands on Your IRAs

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!

As trusted professionals, our goal is to educate you and discuss financial strategies that strive to positively impact you in retirement. We are dedicated to helping provide clarity and certainty in your life.

(Re)Focus on your Retirement Today!

Dinner Topics:

✓ Retirement Savings: How much money will you potentially need to save so that you don’t run out?
✓ Taxes: What tax bracket will you likely be in during retirement and how does that influence your financial strategy?
✓ Social Security Maximization: How can you potentially maximize your benefits and protect your spouse?
✓ Longevity Risks: Are there other options to the high cost of long-term care coverage?
✓ 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 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.

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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