Join us for an educational workshop that can help make your road to retirement a smoother one.

Planning for retirement can be overwhelming. This workshop helps you identify easy-to-tackle “mile markers” – crucial decision points that can make a difference in your retirement lifestyle. This workshop will cover:

  • How to review your asset allocation and retirement strategy
  • Ways to estimate healthcare and long-term care costs and create a plan to deal with them
  • The pros and cons of rolling money over to an IRA
  • Strategies to get the most out of your Social Security benefits
  • The importance of regular beneficiary reviews

Prudential Annuities is providing this workshop for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.

Hosted by:  M&F Bank

 Sponsored by: BlackBridge Financial

Terry Colen, CRPC®

Date:           Thursday, November 15, 2018
Time:          6:00 pm – 7:30 pm
Location:   Mecklenburg County Bar and Foundation Center
                     2850 Zebulon Ave., Charlotte, NC 28208

Space is limited!  RSVP today!

Hors d’oeuvres will be served

Space is limited! RSVP today!

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Advisory Alliance, a registered investment advisor. Prudential, Independent Advisor Alliance and M&F Bank are not affiliated with LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured M&F Bank deposits and are not FDIC insured. These products are not obligations of the M&F Bank and are not endorsed, recommended or guaranteed by M&F Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.

Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Your licensed financial professional can provide you with complete details.

Prudential Annuities and its distributors and representatives do not provide tax, accounting, or legal advice. Please consult your own attorney or accountant.

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