Presented by the Society for Financial Awareness (SOFA), this one-hour educational session introduces and unpacks the greatest dangers that can undo what otherwise could have been a solid, successful retirement plan. If you’re not sure that your plan will get you all the way home, then attend this program and receive the insights you need to get the most out of your retirement.
Brian Winterowd is an investment adviser representative of and offers investment and advisory services through Portfolio Medics, a Florida registered investment adviser. Nothing contained herein should be construed as a solicitation for investment advisory services. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. Portfolio Medics uses Active Management as an Investment Strategy to reduce the risk of investing in the stock market and improve the opportunity for investment returns for clients with traditional IRA’s, Roth IRA’s, Trusts, 401(k), 403(b) or other specialized plans.