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FORUM Private Client Group Seminar

What Every Investor Should Know Before Retiring


Choosing to Retire is a Big Decision.

Making well-informed decisions prior to it can be extremely important.
Gain an understanding of issues related to retirement planning to help achieve your financial goals.

Please join us for a discussion of issues related to retirement planning. Topics discussed will include investment products and concepts, costs of using financial advisors and other planning issues to consider.

Choose a date and location that works best for you:

Date: Tuesday, June 26

Time: 6:30 – 8:00 pm
Location: Dye’s Walk Country Club, 2080 S State Rd 135, Greenwood, IN 46143


Date: Wednesday, June 27

Time: 6:30 – 8:00 pm
Location: FORUM Conference Center, 11313 USA Pkwy, Fishers, IN 46037

Light snacks and drinks will be provided. Seating is limited.
Registration is closed.

Please contact Chris Cromwell at 317.558.6322 or with any questions.

Funds invested through Private Client Group are not NCUA insured and may involve a loss of principal. No credit union guarantee.