Professional Development Workshop
August 17, 2006
Network Office
12:00-1:30 p.m.

"Financial Independence & Retirement Goals"

Cheryle Brady of RBC Dain Rauscher will discuss the rules that may apply to your financial situation and offer some potential strategies that may help improve your situation during retirement

  • Meeting Retirement Goals           
  • Achieving Financial Independence
  • Defining Retirement Needs
  • Inflation and Retirement Expenses
  • Is a Roll Over IRA right for me?
  • When can I Retire?
  • Sources of Retirement Income
  • Social Security and Retirement
  • The Process of Retirement Planning
  • Roth IRA and Traditional IRA

Cheryle focuses on retirement planning by offering a wide array of investment opportunities in order to develop a practical and realistic retirement plan.  She believes that he most important ingredient for financial success is to establish a long term financial goal in order to secure comfortable retirements. Cheryle is relationship oriented and places a high premium on trust will all of her clients. She enhances her financial expertise by participating in education seminars, workshops and courses. By working closely with clients to formulate investment strategies,  she believes that communication is a key factor in the financial process.  

NOTE: The cost for this event is:

Pre-registration only:

$15.00 members

$20.00 nonmembers.

Pre-payment is strongly encouraged to facilitate a speedy registration and increase networking time.

Pre-registration:  IMPORTANT!  Must be received two business days prior to the event to be included in list of attendees.

A registration request is a guarantee of payment. Cancellations must be received two business days prior to the event for a credit to an alternate meeting.

Register:

Name

Company Name

Address

City, State, Zip

Phone Number

Email

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