YOU ARE INVITED!

Join us for a live meeting at our Bethesda, MD office for our presentation "Answers to Your Top 7 Questions on Planning for Retirement"

     
     


DATE: Tuesday, November 7th, 2017

Time: 9:00 amó11:00 am

4709 Montgomery Lane
Suite 201
Bethesda, MD 20814

LIMITED TO THE FIRST 25 RESPONDENTS

Hosts:

Paul F. Sullivan, CPA, IAR
Chris Bailey, CPA, IAR
And
Troy Patton, CPA, ABV


A light breakfast will be served.

SULLIVAN & COMPANY, CPAS

4709 Montgomery Lane
Suite 201
Bethesda, MD 20814

Phone: (301) 657-8080
Fax: (301) 657-9055
E-mail: psullivan@esullivan.net

 

  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". Some questions we will answer include:

- How much should I save if I plan to retire at a certain given age?
- Am I setting aside/investing enough of my current income to have enough money for my retirement?
- What can I do now to insure that my retirement will be enough to sustain me comfortably?
- How should the funds be invested?

To ask YOUR most important questions, click here!

Selected questions from this survey will be answered during the seminar.

 

As we will be serving a light breakfast, please RSVP by calling Stephanie at our office at (240) 800-4300. If you are leaving a message, please leave your name and the number of people that will be attending with you.