color-nobg-white

Three Ways to Help Take Back Control of Your Financial Future

Tuesday, June 23rd at 6:00pm

 

Three Ways to Help Take Back Control of Your Financial Future Webinar

While many things may feel completely out of your control right now, your FINANCIAL FUTURE doesn’t have to be one of them.
Financial planners Jeff Schade and Tony Mowrer will explain what Georgia residents should be considering right now to help ensure:
  • You reduce your risk of further losses on Wall Street
  • You reduce any unnecessary taxes being paid (while they’re virtually certain to go up)
  • You potentially even capitalize on the current economic climate
  • You can quit wondering about outliving your money

Who Should Attend?

Georgia residents who want to take back their financial future and live comfortably in retirement.

Time:

6:00pm

Date:

Tuesday, June 23rd

Where:

Online

Register Now to Attend Three Ways to Help Take Back Control of Your Financial Future Webinar

This material is not for industry professionals.

After registering, a member of our team will call you to confirm your registration.

It’s Never Too Late to Start Planning Your Retirement.

There’s Still Time to Make a Difference!

Planning for retirement can be overwhelming. We make the process simple and show you how to avoid common — often costly — mistakes.

This complimentary event is tailored to provide the insight you need to avoid potential pitfalls when planning for retirement. You’ll also gain access to strategies you could use to put your retirement on the right track.

Gain the right knowledge today to create a well-planned retirement for tomorrow.

Come meet our professional advisors and leave with the confidence that you can build a rewarding retirement.

  • Receive Personalized, Professional Advice

    We limit our event attendance. This makes it easier for you to receive guidance, have questions answered and gain additional knowledge to help you achieve your retirement goals.

    You will also have the opportunity to schedule a one-on-one consultation with one of our professional advisors after the event.

Start Your Journey Toward a Stress-Free Retirement Today

  • Time:

    6 p.m.

  • Date:

    Tuesday, June 23rd

  • Where:

    Online

Jeff Schade, CFEd® 

Financial Planner

Jeff Schade’s No. 1 goal has always been to help clients develop a sound financial plan so they can confidently make prudent investment decisions. He is a financial planner and Certified Financial Educator (CFEd®) who has been working with and educating clients since 1992.

Jeff holds several securities registrations, including the Series 7 (General Securities), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law). He also has insurance licenses in multiple states.

jeff2

Tony Mowrer, CFEd®

Financial Planner

Tony Mowrer believes no one strategy fits everyone and takes a proactive approach to help clients develop a plan to address their financial goals, using the most efficient methods available.

A financial planner and Certified Financial Educator (CFEd)®, Tony has been advising clients and other financial representatives since 1989. Over the years, Tony has found that a team approach can be an effective way to help clients who have a wide variety of needs as they maneuver through the complex world of financial services.

Tony’s securities registrations include the Series 4 (Registered Options Principal), Series 7 (General Securities), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law).

tony2

As featured in:

logos-blue

Reserve your spot at our upcoming THREE WAYS TO HELP TAKE BACK CONTROL OF YOUR FINANCIAL FUTURE virtual workshop

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.