Seminar Events

The last several years have impacted retirement savings more than in the previous 20 years. As a result of changes in tax laws, increasing gas prices, inflation, advances in medicine, instability in the Middle East and increasing daily volatility in the stock market, a thoughtful and comprehensive financial plan is critical. Responsible planning for retirement has become more important then ever. As such, all Americans should take the time to learn the facts, so they can make a wise decision for themselves and their family to best plan for retirement.

Listed below are the various topics covered in each seminar:

  • Key approaches to wealth management and preservation.
  • Methods to create income potential for life.
  • Methods to protect assets against market volatility.
  • How long retirement savings should last.
  • Avoiding the financial damage unexpected health care costs can create.
  • The effect of rising inflation on retirement income.
  • Simplifying your financial life through retirement.
  • How to get your financial strategies and goals to work in concert with your estate strategies and goals.

Your host for these special events is Jobie Patrick, CEPP of Patrick Financial Group, L.L.C. Mr. Patrick has comprehensive knowledge of retirement planning, wealth management, and preservation. Over the past 19 years he has helped Livingston County area residents make informed financial decisions about their financial strategies and retirement planning. This is an educational seminar, with absolutely no cost to you. If you deem the information valuable, I invite you to make an appointment for a one-on-one, no cost or obligation consultation.

Please call for reservations and location

All seminars start at 6:00pm

Wednesday January 18th, 2012

Thursday January 19th, 2012

Tuesday March 13th, 2012

Wednesday March 14th, 2012

Tuesday May 22nd, 2012

Wednesday May 23rd, 2012

Tuesday July 24th, 2012

Wednesday July 25th, 2012

Tuesday September 25th, 2012

Wednesday September 26th, 2012

Tuesday November 13th, 2012

Wednesday November 14th, 2012

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

Name:
Email:
Phone:
Wed Jan 18, 2012
Thu Jan 19, 2012
Tue Mar 13, 2012
Wed Mar 14, 2012
Tue May 22, 2012
Wed May 23, 2012
Tue Jul 24, 2012
Wed Jul 25, 2012
Tue Sep 25, 2012
Wed Sep 26, 2012
Tue Nov 13, 2012
Wed Nov 14, 2012
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