[fname], you're invited to a live meeting at our Bethesda, MD office on Tues, Nov 7, 2017 from 9am to 11am ET. Our wealth management team along with our Archer Investment Corp. Portfolio Manager, Troy Patton will present, "Answers to Your Top 7 Questions on Planning For Retirement":

1) How much should I save if I plan to retire at a certain given age?
2) Am I setting aside/investing enough of my current income to have enough money for my retirement?
3) What can I do now, to insure that my retirement will be enough to sustain me comfortably?
4) How in retirement do I manage our retirement funds without excessive management fees?
5) What are the best, specific strategies to minimize the impact of taxes during retirement?
6) What is a reasonable retirement budget as your lifestyle changes after retirement?
7) What is the most tax advantageous system for withdrawing funds during retirement?
8) How should the funds be invested?

Myself along with Chris Bailey, CPA/IAR and Troy Patton, CPA/ABV will host the event at our offices. A light breakfast will be served and because of that we ask that you RSVP by calling our office at 240-800-4300 and talking to Stephanie at x136 to RSVP, or if unavailable just leave your name & number and the # of people that are coming with you.

See separate email sent to you where you can ask YOUR most important questions (click here for survey).  Selected questions from this survey will be answered in the seminar.  As always if you have a question on taxes, retirement or investing (personal or business) please give me a call here at the office at 301-657-8080 x102.


Regards, Paul Sullivan, CPA, IAR


4709 Montgomery Lane | Bethesda, MD 20814

Direct Dial (240) 316-3531 | Phone (301) 657-8080 Ext 102 | Fax (301) 657-9055
Website: www.esullivan.net | E-mail: paul@esullivan.net

The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities. Information obtained from sources deemed to be reliable, but accuracy or completeness is not guaranteed. Past performance is not a guarantee of future results. Performance figures contained herein do not represent actual client portfolios or results. Actual results may significantly differ from the model portfolio returns presented. Archer Investment Corporation manages the Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The investment return and principle value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the prospectus by calling 800-581-1780.

Sullivan & Company | Certified Public Accountants | 4709 Montgomery Lane #201 | Bethesda, MD, 20814 | 301-657-8080