How To Manage Wealth And Protect Your Family In Today's Uncertain Times

The last several years have impacted retirement savings more then the previous two decades. Thanks to changes in tax laws, rising gas prices & inflation, as well as instability in the Middle East and the stock market roller coaster; a contingency plan is critical. Plus, Americans are living longer and health care costs may rise as much as 60% in retirement. It is more important than ever to learn the facts so you can make the best-informed decisions for you and your family.

Please join us and discuss topics such as:

  • 401k and pension rollovers

  • The key approaches to Wealth Management

  • How to create income potential for the rest of your life

  • Why trusts are not just for the wealthy

  • Ways to protect your assets against market volatility

  • How long your retirement savings really need to last?

  • Ways to protect your family from the needless cost and publicity of probate

  • Avoiding the financial damage unexpected health care costs can create

  • Ways to increase after-tax income from your retirement plan distributions

  • The effect of rising inflation on your retirement income

  • Simplifying your financial life through retirement

  • Plus, Estate Planning Strategies So Your Children Get More!

Your host for this special event is Jobie Patrick, CEPP, of Patrick Financial Group, L.L.C. Mr. Patrick has comprehensive knowledge of retirement planning, wealth management, and estate planning issues. Over the past 17 years, he has been helping Brighton area residents make informed financial decisions to achieve personal goals and avoid common financial mistakes. This is an educational seminar. There is no cost and absolutely nothing will be sold.




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Join us at


Please call for reservations and location
All seminars start at 6:00pm

January 20, 2009
January 21, 2009

March 24, 2009
March 25, 2009

May 19, 2009
May 20, 2009

July 14, 2009
July 15, 2009

September 22, 2009
September 23, 2009

November 10, 2009
November 11, 2009

Seating is limited. Call 810.225.9876 or e-mail us to guarantee your reservation.

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