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Women, Wisdom and Wealth Insurance Retirement Planning

You're invited
A Special Event
Building a stronger foundation for your retirement income
Plan. Retire. Enjoy.
You and a guest are cordially Invited to attend a complimentary, no-obligation dinner
Learn about three important foundational principles of planning for retirement. A recent study found that the number one fear of Americans in retirement is running out of money . Can you relate? Social Security alone will likely be insufficient for you to retire comfortably. Now, more than ever, it is critical that you make informed decisions in planning for your retirement.
Join us as we discuss the following topics:
  • Some of the biggest potential threats to your retirement lifestyle; ways to prepare for the expected — and the unexpected.
  • Strategies that can help protect your savings from potential tax increases, market volatility and also help address inflation concerns.
  • Learn strategies for drawing retirement income — and which sources to consider tapping first.
  • Groundbreaking new time limits and rules impacting certain Social Security claiming strategies.
  • Key considerations before deciding when to collect Social Security income benefits.
Complimentary, No-Obligation Meal
Hosted by: Joyce Palmer, Managing Partner / CEO of JP Financial Group, LLC.
BreakfastSat | aug 13 10AM

wed | Aug 17 12pM
801 E Morehead Suite 305
Charlotte, NC 28203

dinner Thu | jul 28 6PM
801 E Morehead Suite 305
Charlotte, NC 28203
Don't miss this informative insurance sales presentation designed to help you make informed decisions for your retirement. Reservations are required. Seating is limited and may fill quickly.
Guarantee Your Reservation Today!
Click here to register
Please note that the presenter can provide information, but not give Social Security advice. Consumers should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution."Reclaiming the Future" study, Allianz Life Insurance Company of North America, 2010
Not affiliated with or endorsed by the U.S. Government.
Investment Advisory Services offered through Fordham Financial Services, Inc., a registered investment advisor.
About JP Financial Group, LLC
I started JP Financial Group, LLC with the idea of helping women with the financial questions that most have. Will I run out of money in retirement? Am I making the right rollover choices? Can you help me reduce my taxes? As a safe money specialist and financial educator, I will help you discover ways to protect your assets, increase your retirement income, reduce your taxes and eliminate confusion.

At JP Financial Group, having fun and keeping the environment non-threatening is important. We do this in our workshops, dinner seminars and client events… including our signature "Women, Wisdom, and Wealth~Why Not! Seminar. Attendees often say our seminars are "fun engaging and pampering events". The events not only provide an education forum, but a social network and emotional connector for you and other women.

JP Financial Group has the support and resources of numerous competitive financial carriers offering the industries’ strongest fixed and index annuities, life insurance, long-term care insurance, and Medicare supplements. We have a result driven cash flow management program that allows s us to address all of the facets of a strong wealth building plan. We partner with top notch marketing and administrative support organizations allowing JP Financial Group the opportunity to do what we enjoy most, developing intimate relationships, listening and responding to your needs and discovering your unique desires and motivations for financial peace of mind.

Unlike many advisors, our focus is not on the product or the market volatility but instead, we help you understand "Why"… why you do what you do, why you work, why you save money, why you provide for your children, take care of your parents, support your husband, build businesses, and provide services to the community. Next, we help you, our client; understand "How"… how to accomplish your financial goals and dreams.
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