FINANCIAL PLANNING CLASS & DINNER

You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.

Location

Tony's of Bowling Green

556 Hub Blvd b

Bowling Green, KY 42103

Date and time

Tuesday, October 13th

&

Thursday, October 15th

at

6:00pm

Location

Hickory & Oak

705 State St

Bowling Green, KY 42101

Date and time

Tuesday, October 20th

&

Wednesday, October 21st

at

6:00pm

TOPICS

CD Renewal Decisions

How today’s renewal rates may affect conservative savers.

Low Risk Money Alternatives

An educational comparison of CDs, Treasuries, fixed and fixed index annuities.

Tax Efficiency & Inflation

Why after-tax returns and purchasing power matter.

Annuity Upgrade Option

Own an annuity purchased within the last 10 years? If your contract is more than 2 years old, it may be worth reviewing.

FINANCIAL PLANNING CLASS & DINNER

No products will be sold or offered at this event.

SAVE YOUR SPOT!

Biggs Financial Services and Kinetic Investment Management, Inc. are two separate entities.Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Bigg Financial Services. Investment Advisory Services are offered through Kinetic Investment Management, Inc. a registered investment adviser.