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FOCUSED ON EDUCATION

At Berry Financial Group we are committed to helping retirees and pre-retirees Build, Protect and Preserve their assets.  Throughout the year we host many complementary dinner events aimed to educate and provide crucial information for those at or nearing retirement.  Important Topics Covered Include:

THE SEVEN COMMON FINANCIAL TOOLS

Are they suitable for your retirement portfolio?

THE MARKETS

Will your retirement income come up short if the markets drop sometime during your retirement?

TAXES

What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?

RETIREMENT SAVINGS

How much money will you need to save so that you don’t run out?

SOCIAL SECURITY

How can you maximize your benefits and protect your spouse?

LONGEVITY RISKS

At what age will you likely need assisted care, and how much will it likely cost?

RETIREMENT INCOME

How much money can you take each year? How does that change if the markets decline?

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SELECT YOUR LOCATION TO VIEW SEMINAR DATES

(FOR AGES 58-80. NO AGENTS OR BROKERS, PLEASE.)

MYRTLE BEACH, SC

05

TUE

MAR

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

07

THU

MAR

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

12

TUE

MAR

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

11

THU

APR

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

16

TUE

APR

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

18

THU

APR

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

MYRTLE BEACH
WILMINGTON

WILMINGTON, NC

14

TUE

MAY

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

15

WED

MAY

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

21

TUE

MAY

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

SOUTHPORT

SOUTHPORT, NC

05

THU

SEP

DINNER SEMINAR  /

MR. P'S BISTRO

10

TUE

SEP

DINNER SEMINAR  /

MR. P'S BISTRO

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