COMING IN MAY

You're invited to join us as we cover critical topics of wealth building and asset protection!

UNLOCK THE SECRETS OF AMERICA'S
WEALTHIEST HOUSEHOLDS

Come learn the secrets of the world’s most elite investors and how they utilize wise money endowment investments that can provide an immediate income stream while providing lower market risk tolerance than traditional stocks/bond portfolios. Institutions and private equity has averaged 12.4% year over year returns while the average investor earns 2.8% year over year. Wise money endowment strategies have played a part of how these results were achieved.*

Discussion Highlights Include:

  • What are: Endowment Investments and how they can fit nicely into a well diversified portfolio?
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  • Education on how to Protect All Your Assets From the Dreaded Nursing Home Spend-down. How you and your spouse can get long-term and in-home care without the expensive premiums and the high rate increases. No wasted premiums. (A MUST SEE - PROTECT YOUR LOVED ONES)
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  • Strategies to Prevent Running Out of Money in Retirement no matter how long you and your spouse live (based on your IRAs, 401Ks, 403Bs, Investments, CD’s, and cash.)
 
  • Are Taxes Going to Go Up or Down?  ​Educational strategies on making your highest taxed investment (your IRAs, 401Ks, 403Bs) into a tax-free asset. ALL GAINS, DISTRIBUTIONS WOULD NOW BE TAX-FREE.
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  • Receive an Innovative 2nd Opinion on Your Portfolio.  Learn about an unbelievable IRA to Roth IRA conversion idea saving you potentially thousands in taxes. This is a must see for anyone trying to get IRA funds to Roth IRA in the most tax efficient manner.
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  • Learn How Alternative Investments Can Potentially Enhance Returns While Decreasing Stock Market Volatility. From stock market losses to volatility in the market, can you afford another market drop like in ‘08? 
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  • Setting up a Trust or Estate Plan.  Avoid probate, protect your loved ones.
About the Speaker
​Dan 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 29 years.  He holds his Series 7 and Series 66 licenses and is a Registered Representative with Center Street Securities, a registered broker/dealer that is a member of FINRA & SIPC, and an Investment Adviser Representative with Center Street Advisors and SEC Registered Investment Adviser.

Choose the date and time that are best for you!

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Dinner Workshop
  
Thursday, May 5th at 6:30pm
Tuesday, May 10th at 6:30pm
  
  
Virtual Workshop
 
Monday, May 9th at 9:30am

Seats for all 3 events are expected to fill quickly.

Make your reservations by calling anytime 24/7

800-838-5486

Or simply complete and submit the form below.
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*Product describes an alternative investment idea and why we try to choose products that minimize market risk, these may not be suitable for all investors and certain income and net worth minimums may apply. - Securities offered through Center Street Securities, Inc. (CSS), and member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), and SEC Registered Investment Advisor. Greenway Financial is independent of CSS and CSA. *Yale News 10/14/2021 ://news.yale.edu/2021/10/14/yaleendowment-earns-402-investment-return-fiscal-2021#:~:text=Yale's%20endowment%20reported%20a%20410/14/2021 Harper 2013. Some insurance products may have surrender charges and are only as strong as the financial strength of the insurance company. We are not a CPA or a Law Firm and are not affiliated with any state agency. Insurance & Financial Professionals will be charged $1,500.00 educational fee if attending workshop.