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  • Home
  • About Us
  • Services
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Lifetime Income
    • Life Insurance
    • Corporate America
    • Wealth Transfer
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  • Alliances
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YOUR CART

Events

Asset Preservation Workshop

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     SPEAKER DAN ROEMERMAN

Daniel Roemerman, President of Greenway Financial Advisory Group, has provided financial and insurance planning advice to both the business community and residents of Missouri and Illinois over the last 28 years. He holds his Series 7 and Series 66 licenses and is an Investment Advisor with Center Street Advisors, and Registered Rep. with Center Street Securities, an SEC registered broker/dealer who clears through Pershing.



 Covering Critical Topics of Wealth Building                         & Asset Protection
 *Secure Act Recently Passed- Must know changes affecting stretched IRAs 
   and future RMD requirements. How to counter-balance changes in new
   legislation.
 *Pension Creation- generating income that will last throughout retirement
 *Protecting your retirement in a volatile stock market
 *Ways to reduce your risk and keep your hard earned money
 *Strategies on Protecting Your Principal:
 *Setting Up a Trust or Estate Planning:
JOIN US FOR AN ASSET PRESERVATION WORKSHOP NEAR YOU
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Location: St Charles Community College
Address: 4601 Mid Rivers Mall Dr.
               Cottleville, MO 63376
Event Date:
 Wednesday, March 11th
Time: 6:00pm-7:00pm
​(Feel free to arrive a bit early and enjoy some light refreshments)

​


​Reservations required. Please complete the form below to reserve your seat(s), or Call 800-426-5017


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Location: Farmington Community Civic Center
Address: 2 Black Knight Dr
                 Farmington, MO 
Event Date: Wednesday, March 25th
Time: 10:00am-12:00pm

(Feel free to arrive a bit early and enjoy some light refreshments)
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Guest Speaker: Kevan Karraker- Elder Law Attorney

​
Reservations required. Please complete the form below to reserve your seat(s), or Call 800-426-5017

    WORKSHOP RESERVATIONS
    ​

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          1410 Triad Center Dr.
          St. Peters, Missouri 63376
          (800) 750-7581
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Greenway Financial Group, CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.  Please be advised that presently Daniel Roemerman holds Series 7 and 66 licenses in Arizona, Illinois and Missouri. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Daniel Roemerman before proceeding further.
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© Copyright 2018 Greenway Financial Group. All Rights Reserved.
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​Website by Jeff Allen