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?

 

SELECT YOUR LOCATION TO VIEW SEMINAR DATES

MYRTLE BEACH, SC

10

THUR

SEPT

DINNER SEMINAR  /

RUTH'S CHRIS STEAKHOUSE

15

TUES

SEPT

DINNER SEMINAR  /

RUTH'S CHRIS STEAKHOUSE

17

THUR

SEPT

DINNER SEMINAR  /

RUTH'S CHRIS STEAKHOUSE

30

WED

SEPT

DINNER SEMINAR  /

RUTH'S CHRIS STEAKHOUSE

 
 

WILMINGTON, NC

10

TUES

NOV

DINNER SEMINAR  /

PORT CITY CHOP HOUSE

12

THUR

NOV

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

17

TUES

NOV

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

17

THUR

NOV

DINNER SEMINAR  /

PORT CITY CHOP HOUSE

 

SOUTHPORT, SC

03

THUR

DEC

DINNER SEMINAR  /

MR. P'S BISTRO

BERRY FINANCIAL GROUP
MYRTLE BEACH, SC

4226 Mayfair Street 

Myrtle Beach, SC 29577

 

PHONE: 1.888.774.6181

FAX: 1.843.774.6191

NC DEPARTMENT OF INSURANCE
NCDOI Divisions, Services for Consumers, Company License Status: Berry Financial Group

Agent License Status: Richard Berry

SC DEPARTMENT OF INSURANCE
Agency Code: 142256
Individual: 154176

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Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Berry Financial Group and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Berry Financial Group offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Berry Financial Group and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.

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