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Midwest Financial Partners Workshop

Upcoming Seminars

Date

Time

Place

Topic

Tuesday, May 19, 2015

6:00pm

Kemba West Chester

Retirement Income

Wednesday, May 20, 2015

1:00pm

Kemba GO

Family Love Letter

Friday, May 29, 2015

11:45am

Kemba Harrison

Retirement Income

Wednesday, June 3, 2015

1:00 PM

Kemba GO

Family Love Letter

Wednesday, June 23, 2015

6:00pm

Kemba West Chester

Social Security & Medicare

Tuesday, June 30, 2015

1:00pm

Kemba GO

Social Security & Medicare

Tuesday, August 11, 2015

6:00pm

Kemba West Chester

Retirement Income

 

 

Retirement Income

With increased market volatility, economic uncertainty, longer lifetimes and rising household expenses, achieving a great retirement seems harder all the time. But there are many ways you can plan for your great escape and enjoy your well-earned retirement!

This workshop will realistically discuss the challenges ahead and provide information about time-tested strategies you can start implementing right away. You'll learn how to help to:

• Make the most of your asset building years, including the retirement savings tax break you're entitled to
• Protect your nest egg from unnecessary losses
• Maximize your Social Security and Medicare benefits
• Pass on more to your heirs

Join us to get a firm grip on where your retirement finances stand today and what you must do now to achieve the retirement lifestyle you want for your future.

Social Security & Medicare

As you approach retirement, it is more important than ever to understand the role that Social Security & Medicare benefits
can and should play in your overall retirement income plan.
Join us for an overview of:
• How Social Security & Medicare benefits work for
   you and your spouse
 
• When and how to start receiving Social Security
   & Medicare benefits
 
• Opportunities to potentially increase your benefits
   throughout retirement

 



 

Financial Professionals of Midwest Financial Partners are registered representatives who offer securities products through AXA Advisors, LLC, a registered broker-dealer and member FINRA/SIPC, investment advisor representatives who offer financial planning and investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with the SEC, and insurance agents who offer annuity and insurance products through AXA Network, LLC.  Asset allocation, diversification and rebalancing do not guarantee a profit or protection against loss.

Securities and life insurance products/services are not offered by Kemba Credit Union.  The purchase of securities and/or life insurance products/services is not required to obtain credit or other services from Kemba Credit Union and/or its affiliates.

Securities (including mutual funds and 529 Plans), insurance products (including annuities) and investment advisory/financial planning products and services are:

• NOT insured by the National Credit Union Association (NCUA) or any state or federal agency

• NOT deposits or obligations of, or guaranteed by, Kemba Credit Union or any credit union or bank

• Subject to investment risks, including the possible loss of principal invested.

AXA Advisors and AXA Network do not provide legal, tax or accounting advice or services.  Financial Professionals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.   Midwest Financial Partners is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.   Midwest Financial Partners, AXA Advisors, LLC and AXA Network, LLC are not affiliated with Kemba Credit Union.

PPG-85984(06/13)(exp.06/15)