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September 2019

Proven Retirement Solutions for Today, Tomorrow and the Years Ahead!

September 19, 2019 @ 5:00 pm - 7:00 pm UTC+0
Sullivan’s Steakhouse, 5252 Corporate Blvd.
Baton Rouge, LA 70808 United States
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Learning how to avoid costly mistakes may be the best investment you can make! You are cordially invited to an informational dinner event for Baton Rouge area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, after the presentation. Drew Pelton, ChFC, IAR , will reveal the latest techniques and strategies to potentially help you preserve your capital, get more income, decrease your risk and reduce…

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Proven Retirement Solutions for Today, Tomorrow and the Years Ahead!

September 24, 2019 @ 6:00 pm - 8:00 pm UTC+0
Sullivan’s Steakhouse, 5252 Corporate Blvd.
Baton Rouge, LA 70808 United States
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Learning how to avoid costly mistakes may be the best investment you can make! You are cordially invited to an informational dinner event for Baton Rouge area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, after the presentation. Drew Pelton, ChFC, IAR , will reveal the latest techniques and strategies to potentially help you preserve your capital, get more income, decrease your risk and reduce…

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A SPECIAL EDUCATIONAL EVENT FOR RETIREES PEOPLE NEARING RETIREMENT

September 26, 2019 @ 6:00 pm - 7:30 pm UTC+0
East Baton Rouge Library Fairwood Branch, 12910 Old Hammond Hwy
Baton Rouge, LA 70816 United States
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YOU ARE INVITED! A SPECIAL EDUCATIONAL EVENT FOR RETIREES  & PEOPLE NEARING RETIREMENT HOW TO AVOID THE LARGEST IRS TAX PENALTY JOIN US AT EAST BATON ROUGE PARISH LIBRARY FAIRWOOD BRANCH LIBRARY Dates, Times & Location Thursday September 26th 6:00 p.m. YOUR HOST: DREW PELTON, PRESIDENT & FOUNDER, CFS,ChFC, IAR IF YOU HAVE AN IRA, 401(K), 403(B), LASERS, DEFERRED COMP, 457(B) PLAN, DROP, TRSL, OPR, OR TIAA PLAN OR ANY OTHER RETIREMENT PLAN AND YOU ARE BETWEEN THE AGES OF 64…

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A SPECIAL EDUCATIONAL EVENT FOR RETIREES PEOPLE NEARING RETIREMENT

September 30, 2019 @ 2:00 pm - 3:00 pm UTC+0
East Baton Rouge Library Fairwood Branch, 12910 Old Hammond Hwy
Baton Rouge, LA 70816 United States
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YOU ARE INVITED! A SPECIAL EDUCATIONAL EVENT FOR RETIREES  & PEOPLE NEARING RETIREMENT HOW TO AVOID THE LARGEST IRS TAX PENALTY JOIN US AT EAST BATON ROUGE PARISH LIBRARY FAIRWOOD BRANCH LIBRARY Dates, Times & Location Tuesday September 30th 2:00 p.m. YOUR HOST: DREW PELTON, PRESIDENT & FOUNDER, CFS,ChFC, IAR IF YOU HAVE AN IRA, 401(K), 403(B), LASERS, DEFERRED COMP, 457(B) PLAN, DROP, TRSL, OPR, OR TIAA PLAN OR ANY OTHER RETIREMENT PLAN AND YOU ARE BETWEEN THE AGES OF 64…

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October 2019

Proven Retirement Solutions for Today, Tomorrow and the Years Ahead!

October 17, 2019 @ 6:30 pm - 8:00 pm UTC+0
Sullivan’s Steakhouse, 5252 Corporate Blvd.
Baton Rouge, LA 70808 United States
+ Google Map

Learning how to avoid costly mistakes may be the best investment you can make! You are cordially invited to an informational dinner event for Baton Rouge area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, after the presentation. Drew Pelton, CFS, ChFC, IAR , will reveal the latest techniques and strategies to potentially help you preserve your capital, get more income, decrease your risk and…

Find out more »

Proven Retirement Solutions for Today, Tomorrow and the Years Ahead!

October 22, 2019 @ 6:00 pm - 7:30 pm UTC+0
Sullivan’s Steakhouse, 5252 Corporate Blvd.
Baton Rouge, LA 70808 United States
+ Google Map

Learning how to avoid costly mistakes may be the best investment you can make! You are cordially invited to an informational dinner event for Baton Rouge area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, after the presentation. Drew Pelton, CFS, ChFC, IAR , will reveal the latest techniques and strategies to potentially help you preserve your capital, get more income, decrease your risk and…

Find out more »

January 2020

IMPORTANT EDUCATIONAL EVENT PRESENTING HOW THE NEW TAX LAW IMPACTS RETIREES and PRE-RETIREES

January 21 @ 2:00 pm - 3:00 pm UTC+0
Bluebonnet Regional Branch Library, 9200 Bluebonnet Blvd.
Baton Rouge, LA 70810 United States
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YOU ARE INVITED! FIND OUT WHAT YOU NEED TO KNOW TO AVOID THAT DREADED 50% PENALTY JOIN US AT EAST BATON ROUGE PARISH BLUEBONNET REGIONAL BRANCH LIBRARY Dates, Times & Location Tuesday January 21st 2:00 p.m. YOUR HOST: DREW PELTON, PRESIDENT & FOUNDER, CFS,ChFC, IAR - DREW PELTON INVESTMENT SERVICES How The New Law Will Impact Your Retirement Accounts Starting In 2020 Recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages…

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Essential Retirement Principles

January 23 @ 6:00 pm - 7:30 pm UTC+0
Sullivan’s Steakhouse, 5252 Corporate Blvd.
Baton Rouge, LA 70808 United States
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You are cordially invited to an educational dinner event for Baton Rouge area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, served immediately after the presentation. Drew Pelton, well-known local retirement specialist will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your taxes. Learn…

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Essential Retirement Principles

January 28 @ 6:00 pm - 7:30 pm UTC+0
Juban’s Restaurant, 18811 Highland Road
Baton Rouge, LA 70809 United States
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You are cordially invited to an educational dinner event for Baton Rouge area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, served immediately after the presentation. Drew Pelton, well-known local retirement specialist will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your taxes. Learn…

Find out more »

IMPORTANT EDUCATIONAL EVENT PRESENTING HOW THE NEW TAX LAW IMPACTS RETIREES and PRE-RETIREES

January 30 @ 6:00 pm - 7:00 pm UTC+0
Bluebonnet Regional Branch Library, 9200 Bluebonnet Blvd.
Baton Rouge, LA 70810 United States
+ Google Map

YOU ARE INVITED! FIND OUT WHAT YOU NEED TO KNOW TO AVOID THAT DREADED 50% PENALTY JOIN US AT EAST BATON ROUGE PARISH BLUEBONNET REGIONAL BRANCH LIBRARY Dates, Times & Location Thursday January 30th 6:00 p.m. YOUR HOST: DREW PELTON, PRESIDENT & FOUNDER, CFS,ChFC, IAR - DREW PELTON INVESTMENT SERVICES How The New Law Will Impact Your Retirement Accounts Starting In 2020 Recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages…

Find out more »
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