Empowering women to dream big about retirement and do what it takes to get there.
Event Details
Mariah's Restaurant
360 E 8th Ave Suite 110, Bowling Green, KY 42101
Thursday, March 12th at 6:00pm
Join us for coffee and dessert!
Attend this FREE event to learn:
- Whether your assets match your risk tolerance and a tool made specifically for you to accurately assess this.
- Why your longer life expectancy makes a huge difference in the amount you'll need saved!
- The foundation of income planning and how to avoid the most common Social Security mistakes!
- Why smart, capable women still feel overwhelmed when facing financial decisions - and how to move past this!
- Increase your knowledge and confidence which will assist you in making the best decisions for a stress-free retirement!
Learn about financial planning in a comfortable and supportive atmosphere!
Some of the topics we will cover are:
The specific challenges women face in retirement
The impact major life events have on women, especially in retirement
Why 70% of widows fire their financial planner within 1 year and why you should care
The disconnect between women’s financial priorities and industry messages
The Generational Vault - Ensure your financial documents are secure and easily accessible to your children
The 'Color of Your Money' & how it helps plan your retirement
You’ll even walk away with a workbook to help you get started on assessing your Dream/Do goals for retirement!
DID YOU KNOW:
Women live, on average, five years longer than men. They also typically marry men three years older than them. This could potentially leave an eight-year gap in retirement!
This presentation is extremely popular, and SEATING IS LIMITED. Reservations and confirmations are required.
"I never felt comfortable talking about finances but I was surprised how easy and rewarding it could be to start planning"
Event Starts In
Meet Our Presenters
Nick Meriwether CLU®, ChFC®, CASL®
Nick Meriwether has been in the financial services profession for over 40 years, assisting clients in accomplishing their financial objectives of wealth accumulation, estate preservation and efficient transfers of wealth to the next generation. Nick holds the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Chartered Advisor for Senior Living (CASL®). He is also an Investment Advisor Representative of the Financial Planning Center, LLP, a Registered Investment Advisor firm. Nick is a comprehensive financial planner and has advanced training and education in the areas of insurance, investments, taxation, and estate planning. Nick and his wife Cathy are longtime residents of the Clarksville, Tennessee area.
Brad Hinton, RFC®
Brad spent the first 16 years of his financial services career in the life insurance and estate planning field, before deciding to serve his clients in the fiduciary capacity as an investment advisor representative. Brad holds the professional designation of Registered Financial Consultant ( RFC® ). His areas of focus include wealth accumulation, retirement income planning, estate preservation and wealth transfer strategies. Brad and his wife Amy reside in Bowling Green, KY with their two children Knox and Ava.
Explore Dream/Do & Why It Matters
This event is hosted by Financial Planning Center
Our vision is to be the premier financial services firm in Middle Tennessee through excellent service and long-term client relationships that affect our community in a profoundly meaningful and positive manner.
brad@fpc.money | 931.358.3961 | 662 Sango Rd Suite A, Clarksville, TN 37043
“NASAA Women in Transition -.” NASAA, 17 July 2019, https://www.nasaa.org/2365/women-in-transition/.
Mannes, George. “Many Women Feel Unprepared for Retirement.” AARP, 6 Mar. 2018, https://www.aarp.org/retirement/planning-for-retirement/info-2018/women-retirement-study-fd.html.