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July 28

Educational Workshop

6:00 pm | John W. Black Community Center

August 20

Educational Workshop – Maximizing Social Security

6:00 pm | UofL Shelby Campus

Financial Presentation Request

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Help empower your employees with the knowledge they need for a confident financial future. Have team members approaching retirement? Schedule a retirement-focused presentation today to help them plan for what’s next!
Company Name*
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Presentation Focus (Check all that apply)
- Retirement Planning for Employees Nearing Retirement
- Financial Wellness Basics
- Investment Education
- Budgeting & Savings Strategies
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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.