How much thought have you given to your financial future? It’s hard to avoid the topic, with articles, news reports, and so-called expert tips bombarding us. But despite the plethora of information, 56% of Americans are worried about having financial security in retirement. (1) We want to change that!
We recently wrapped up an incredible investors conference, with the famed basketball coach Steve Alford sharing his expertise regarding personal discipline and success. We also had a plethora of breakout sessions with topics pulled from client suggestions, including everything from market updates to retirement challenges.
We had such a life-giving time connecting with our clients and guests and providing valuable education that we wanted to extend an invitation to our next series of workshops!
Investing Principles
In this workshop, you’ll have the opportunity to learn about how to grow, protect, and spend your wealth, how sequence of returns could affect your nest egg, and the types of investment strategies available.
North Session: Thursday, November 11, 2021 Tuesday, November 16, 2021 Retirement Planning Investing Principles
Two Sessions to Choose From
Tuesday, November 9th, 6:30 p.m. - 8:00 p.m.
Shelton Financial Group (Ossian location)
1102 N Jefferson St.
Ossian, IN 46777
OR
Tuesday, November 16th, 6:30 p.m. to 8:00 p.m.
Indiana Wesleyan University (Fort Wayne Campus)
8211 W. Jefferson Blvd
Ft.Wayne, IN 46804
Retirement Planning
The goal of this workshop is to answer your questions about all things retirement: incoming planning, Social Security, guaranteed investments, legacy planning, and the very important topic of inflation.
Two Sessions to Choose From
Thursday, November 11th, 6:30 p.m. to 8:00 p.m.
Indiana Wesleyan University (Fort Wayne Campus)
8211 W. Jefferson Blvd
Ft.Wayne, IN 46804
OR
Thursday, November 18th, 6:30 p.m. to 8:00 p.m.
Shelton Financial Group (Ossian location)
1102 N Jefferson St.
Ossian, IN 46777
We’d Love to See You There!
Consider this your formal invitation! Please RSVP for this event by calling us at 260-436-7006 or emailing maryferrick@sheltonfinancial.net so we can save a spot for you. We can’t wait to connect with you and answer your questions.
About Shelton Financial Group
Shelton Financial Group is an independent, multi-generational firm in Northeast Indiana that takes a team approach to addressing their clients' most pressing financial concerns. SFG was founded in 1996 with the mission of helping people enjoy their wealth. Using their proprietary “One Life Formula,” the team at SFG focuses on what matters most to their clients and what they can control, integrating their wealth management needs with other aspects of their financial picture. To learn more about Shelton Financial Group and how they can help you achieve financial independence, visit them online.
The information expressed herein is obtained from sources that are believed to be credible, however, their accuracy cannot be guaranteed. All data is created from publicly available information and has not been independently verified by USA Financial.
(1) https://www.nirsonline.org/wp-content/uploads/2021/02/FINAL-Retirement-Insecurity-2021-.pdf
