Brought to you by
You and a female guest are invited to join local retirement specialist Deanna Orf at a complimentary event exclusively devoted to the financial and retirement needs of women!
Deanna will reveal the latest techniques and strategies to help you protect your wealth, secure your income, decrease your risk, and reduce your tax burden.
Now is the time to develop the confidence and knowledge you will need to make the decisions that will affect your family’s financial well-being in the future. Whether you are married, single, widowed, or divorced, you cannot afford to miss this event!
This is a terrific opportunity to get a better grasp of financial and retirement planning in a non-threatening, empowering environment. Expect to have fun and learn some valuable information! Topics we’ll discuss:
• Why you should be more involved in your money matters.
• Can there be Financial Security with or without a spouse or partner?
• When and how do I maximize my Social Security benefits?
• What can I leave my heirs and how do I safeguard my legacy?
• Will I have enough income for life?
• What do I need to know to best leverage my IRA?
• How do I protect my money from market risk?
This is an educational program only. There is no cost or obligation, and nothing will be sold. Expect to have fun and learn some valuable information!
Deanna Orf, Certified Financial Planner®
Deanna Orf is a Financial Advisor of Aul Financial Group, LLC in Chesterfield, MO. She is passionate about helping others, especially independent women, become intentional and excited about managing their financial future. After ten years as a self-proclaimed “Domestic CEO” to her seven children, Deanna began her career as a financial advisor in 2007, building a strong foundation of expertise in coaching and protecting her clients.
Investment advisory services are offered by Aul Financial Group, LLC, a Registered Investment Advisor. Insurance products are offered through its affiliate, Aul Insurance Group, LLC. We do not offer tax or legal advice. Opinions expressed are as of the current date and subject to change without notice, and data may be obtained from third party sources we believe are reliable. Aul Financial Group, LLC shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. This commentary is for informational purposes only and has not been tailored to suit any individual.
References to specific securities or investment options should not be considered an offer to purchase or sell that specific investment. This commentary contains certain forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results to differ materially and/or substantially from any future results, performance or achievements expressed or implied by those projected in the forward-looking statements for any reason.
No graph, chart, or formula in this presentation can be used in and of itself to determine which securities to buy or sell, when to buy or sell securities, whether to invest using this investment strategy, or whether to engage Aul Financial Group, LLC’s investment advisory services. Investments in securities are subject to investment risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Prices of securities may fluctuate from time to time and may even become valueless. Any securities mentioned in this commentary are not FDIC-insured, may lose value, and are not guaranteed by a bank or other financial institution. Before making any investment decision, investors should read and consider all the relevant investment product information. Investors should seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. There can be no assurance that any financial strategy will be successful.
This seminar is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the presenter does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products.
At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.