Asset Preservation Workshop

Picture
     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
Picture
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
Picture
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)
​
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
    ​