Registration:
THE GREAT RETIREMENT INCOME GAP:
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Prepare now for the unexpected!
Have a friend you think might be interested?
We encourage you to ask them to join us.
Course instructors
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This course is offered by the Society For Financial Awareness. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.
Lanier Technical College is not affiliated with the event and should not be contacted regarding the program.
YOUR RETIREMENT COULD BE AT RISK!
JOIN OUR EVENT:
May 6th & 7th
Location:
Ramsey Conference Center
2535 Lanier Tech Drive, Gainesville, Georgia 30507
Time : 6pm – 8pm
Register : To register, call 770-535-5000
Mark is an Investment Advisor Representative who is specialized in working with families as they plan for their retirement years. Mark has a passion for sharing his knowledge and has taught Financial and Retirement Classes for Seniors at Brenau University, University of North Georgia, Lanier Technical College and University of Georgia Athens.
Mark Peterson
Partner/Advisor VP of Client Education
Isaac is an Investment Advisor Representative. He researches and analyzes client portfolios to help ensure accurate reporting and that the positioning of the clients’ portfolio is in line with the firm’s recommendations. Isaac remains dedicated to helping investors realize their personal financial goals by teaching and educating in seminar formats on various financial topics.
Isaac Pitt
Advisor Investment Analyst/Trader
Hosted by FIG Senior Vice President - Care Planning Alecia Barnette. Alecia brings 20+ years of industry experience to the table.
Facing a cash-flow gap during retirement is a situation most want to avoid. Join us as we discuss long-term care coverage options and strategies to minimize the
potential financial risks during your retirement.
What would happen if your care needs unexpectedly changed during your retirement?
Our GREAT RETIREMENT INCOME GAP event will uncover strategies to help keep your retirement plan on track.
THE RETIREMENT INCOME GAP is defined as the difference between your income and your expenses and is often triggered by health conditions requiring long-term care. You can't predict when this situation may develop or how long it may affect your finances, but you can learn how to offset expenses and protect your future.