Description

Join Outlook Financial for a COMPLIMENTARY Educational presentation on retirement income planning, asset protection and taxes for 2019.  The University of Financial Wellness (UFW) is committed to improving financial literacy one community at a time.  

Leave your checkbook at home.  UFW never charges a fee for attendance at any of it's educational events and nothing is sold.  A buffet dinner will be served after the presentation.  

The event will be led by Rob Burnette and Lori Gross of the Outlook Financial Center, proudly serving individuals, families and small business owners throughout the Miami Valley.  

Learn facts, not theories, and discover proven strategies that can benefit you in these critical areas: 

• Protecting and not outliving your retirement assets 
• Learning how the new tax law impacts your finances
• Integrating Social Security into your retirement plan 
• How to avoid costly mistakes with your pension plan 
• Using technology to make your financial life easier