We’re looking forward to seeing you at The Retirement Playbook Series “Retirement Fundamentals.” We’ll reach out soon to confirm your registration.
Securities and Advisory services are offered through Madison Avenue Securities, LLC (“MAS”), member FINRA/SIPC and a Registered Investment Advisor. Oxford Retirement Advisors and MAS are not affiliated entities..
Your instructor is an Investment Adviser Representative and insurance professional, and the firm is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
This is an educational class, and no specific investments or other financial vehicles will be promoted or sold at the class. However, you will be offered an opportunity to schedule a follow-up consultation with the presenter, where investments and/or insurance products may be presented or offered for purchase based on your personal situation.
Investing involves risk, including the loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This event is not sponsored by, or in any way affiliated with, the venue where the event is being held.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.