Uncategorized

The impact of global climate change on individual financial planning, 2017

 

Register at james_cox@devon-financial.com

Date: April 20th, 2017

Time: 6pm

Location: Workspace on Bridge, 167 Bridge St. Phoenixville, PA 19460

  • James Cox, Financial Advisor
  • Devon Financial Partners
  • 744 West Lancaster Av, Suite 235, Wayne, PA 19087
  • Phone 610-293-8300, Cell 215 768 5883

 

  • Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7 Hanover Square, New York 10004,888-600-4667 . Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Devon Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
  • Material discussed is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.

2017-38884 Exp. 4/21/2017

This material contains the current opinions of the presenter but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice.

Uncategorized

Dinner and Retirement Planning: Join Us!

Are You Prepared for THE NEXT NOW? Your retirement years are ahead of you and we want you to be prepared for YOUR NEXT NOW…

You’re invited to join us for a special private briefing on turning a portion of your retirement assets into guaranteed income for life.

This presentation is going to provide facts around retirement planning and potential solutions to help you address the primary retirement risks with guaranteed sources of income. You’ll hear stories that will inspire you and learn ways to take action and plan differently for retirement today.

Is this enjoyable and informative session right for you?

— Do you worry about the stock market ups and downs as you approach YOUR NEXT NOW?

— Are Bonds and other investments not generating the amount of income you need for retirement?

— Do you want to have annual retirement income to help you cover your core expenses for LIFE?

If you answered YES to any of these questions, you should join us!

We look forward to seeing you there!

 

Date/Time: March 29, 2017     6:00 PM

Location: Season 52 Grill, 160 N. Gulph Rd., King of Prussia 19406

Refreshments: Dinner

Hosted by: Devon Financial Partners

 

RSVP by: March 25th

Contact James Cox at james_cox@devon-financial.com

 

 

Fixed and immediate annuities are issued by The Guardian Insurance & Annuity Company, Inc. (GIAC), a Delaware corporation with offices located at 7 Hanover Square, New York, NY 10004.

GIAC is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Not a Deposit | Not FDIC or NCUA Insured | May Lose Value | No Bank or Credit Union Guarantee

 

2017-37599 (Exp. 05/17)