Planning Your Retirement - Social Security\, Health &\; Wellness Seminar \;
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\n \;Join us for \;a workshop to help you make the right decisions:
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\nSocial Security: Seven keys to enhancing your benefits
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\nSocial Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers?
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\nKeys to help you understand the basics of Social Security\, including when you should start taking benefits.
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\nHealth &\; Wellness: A Holistic Approach
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\nThe LifeStart Wellness Network has a convenient and unique approach to increasing physical activity and nutritional responsibility through guided long-term lifestyle management.
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\n \; \;Date:
\nThursday\, May 7th 2014
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\n \;Time:
\n11:45 \;AM-1:00 \;PM
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\n \;Location:
\nCarlucci Restaurant
\n1801 Butterfield Road
\nDowners Grove\, IL 60515
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\nComplimentary lunch will be served
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\nSpace is limited\, so call \;now to register:
\nAlena Gifford
\nClient Service Associate
\n331.214.9207
\nagifford@ewmwealth.com
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\nYour Hosts \;
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\nAlan Delcorse\, President
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\n \;Alan is the President of Equilibrium Wealth Management\, LLC and has over 30 years of experience in the investment industry. He incorporates a balanced approach to investing\, seeking appropriate returns with an emphasis on risk management and capital preservation.
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\nPeter Lesnik\, Private Wealth Advisor
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\nPeter began his career in the financial industry in 2004 at Northwestern Mutual Financial Network with a firm commitment to the understanding that the basic principles of financial planning begins in areas that protect and build a foundation for success. From there\, he then spent seven years with JPMorgan Wealth Management working directly with clients on the relationships between budgeting and setting goals towards financial independence. \; \;
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\nGuest Speakers
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\nJohn Hennessey - Allianz Life Financial Services\, LLC
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\nRegional Vice President\, Retirement Consultant John Hennessey of Allianz Life Financial Services\, LLC has over 21 years of financial services industry experience. He guides financial professionals in creating retirement strategies that help their clients meet \;their long-term financial objectives\, in a variety of market conditions. \;
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\nKatie Schwartz and Michael Sanders - LifeStart Wellness Services
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\n \;Lifestart has innovative wellness solutions to meet every stage of health. LifeStart'\;s organization \;identifies customer'\;s expectations\, defines strategies to exceed those expectations and measures performance with tangible\, demonstrable results. \;They improve the physical health and wellness of members and deliver unsurpassed levels of satisfaction and positive results for clients. \;
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\nCelebrating our 19th seminar in our series of continuing educational seminars!