THE RETIREMENT PLAYBOOK SERIES "Retirement Fundamentals"
This informative series of classes is held locally at:
UGA Terry College of Business
3475 Lenox Rd. NE | Atlanta, GA 30326
Saturday October 10th
9:00 am – 11:30 am
Saturday October 17th
9:00 am – 11:30 am
No Cost to Attend
Limited Seating - Register Today
Retirement Planning Can Be Overwhelming.
It does not have to be!
Learn the five keys to an enjoyable retirement.
Register today and receive a complimentary retirement playbook tailored to your family needs.
This series of classes is structured to help you build a sound retirement plan
Questions we'll answer
What's your number?
How much do we need to retire?
What are the next steps?
When can I retire?
Receive Professional Advice, Personalized For You
You will have the opportunity to schedule a one-on-one consultation with you instructor after the class.
5 key components to a successful retirement plan
7 questions everyone should be able to answer prior to retiring
The most common mistakes and how to avoid them
Answer questions and help provide direction
Register Now to Attend
This material is not for industry professionals.
After registering, a member of our team will call you to confirm your registration.
Meet Your Instructors
Jeff Schade, CFEd®
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.
Tony Mowrer, CFEd®
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).
As featured in:
Reserve your spot at our upcoming
The Retirement Playbook Series “Retirement Fundamentals” class
Securities and Advisory services are offered through Madison Avenue Securities, LLC (“MAS”), member FINRA/SIPC and a Registered Investment Advisor. Oxford Retirement Advisors and The Retirement Playbook Series are not affiliated entities with MAS.
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.