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Clients of A&I Financial Services LLC enjoy more than just excellent investment selection and management. Here, we offer a broad array of events that broaden our knowledge and experiences. Let’s expand our horizons!

Lunch & Learn - Sept 19 - Transforming Social Security into a Winning Retirement Strategy

Tuesday, September 19, 2017

11:30 a.m.-12:30 p.m.

You are invited to A&I Financial Services for a Lunch & Learn event featuring Bret Eberhardt, wealth manager and retirement coach.

Bring a friend and learn more about securing your retirement and transforming Social Security into a winning retirement strategy.

*Rules of Retirement Benefits
*Individual Benefits
*Spousal and Survivor Benefits
*Collecting Strategies

A&I Financial Services Office
9800 Mt. Pyramid Ct., Suite 450
Englewood, CO 80112

Lunch will be provided.

RSVP by e-mail to sharon@assetsandincome.com or call 303-690-5070.

 

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A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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