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<<Prospect>>, Join Us at this Special Event
You and 3 guests are cordially invited to attend an informational event. You’ll enjoy a deliciousgourmet meal while we discuss challenges that affect retirees today. This event is by invitation only.
Call today to RSVP at 800-XXX-XXXX (24/7). Seating is limited so please reserve promptly.
Important topics we’ll discuss: • Different sources of income for your retirement, even some you may not have considered. • Learn how (or if) the recent changes to Social Security impact you and your spouse. • Understanding how much income you’ll really need in retirement. • How different sources of income can impact taxation of Social Security and Medicare premiums. • Developing a plan for leaving assets to children, grandchildren or charities. • Planning for your lifestyle in retirement – travel, hobbies, vacations with family. • Do you have a plan to protect against the expense of long-term care? Are you aware of new options?
DO YOU KNOW HOW LONG YOUR MONEY WILL LAST IN RETIREMENT?
WHY IT’S NEVER TOO EARLY OR TOO LATE TO PLAN FOR RETIREMENT INCOME
Sit back and relax, nothing will be sold at this informational event. Due to the popularity of this workshop, reservations will be taken on a fi rst-call basis and seating is limited for the comfort ofour guests. If married, please bring your spouse. RSVP today to guarantee your seat by calling us toll free at 800-XXX-XXXX (24/7).
You’ve Worked and Saved for Years -Isn’t it Worth Your Time To Learn About Your Options for Retirement?
This may be the best thing you can do for yourself and your family this year. We look forward to meeting you.Sincerely,
Shawna McKinney
Second requests by invitees or guests who have already attended an event in the past may be declined at our discretion. We respectfully request that no children, agents or brokers attend. This program is intended for ages 50+.
RSVP TODAY TO GUARANTEE YOUR SEAT BY CALLING US TOLL FREE AT
800-XXX-XXXX (24/7)
Palm Valley Country Club39205 Palm Valley Dr., Palm Desert, CA 92211
TuesdayJune 216:00 PM
ThursdayJune 306:00 PM
ThursdayJune 236:00 PM
oror
CA Insurance Lic. #0I20236
Bob Prospect1874 Kerrigan BoulevardDenver, CO 802141231412414124123123231
Prsrt. Std.U.S. Postage
PAIDDenver, CO
Permit No. XXXX
<<Prospect>>, Join us at this Retirement Income Planning Event
Complimentary Meal Will Be Provided
Special Invitation InsideMenu
Choice of EntréeNew York Strip Steak
10 oz. Grilled Strip, Cabernet Peppercorn Sauce, Parsley Roasted Red Potatoes
Almond Panko ChickenAlmond Panko Crust, Amaretto Butter, Scallions, Buttermilk Whipped Potatoes
Crab Stuffed TilapiaJumbo Lump Crab Stuffi ng, Lemon
Chardonnay Cream Rice Pilaf
All entrées served with warm rolls & butter and fresh seasonal vegetables and are
accompanied by salad and dessert
Shawna McKinneyShawna McKinney has been involved in the insurance and fi nancial services industry from a very early age. She worked in her parent’s insurance agency as a high school student
and ran her own agency at 23. With 17 years of experience, she has developed not only a keen understanding of industry trends and innovative solutions, but she has provided clients with many options to manage fi nancial wealth and insurance for life long protection. Shawna values a very connected client focused approach treating each client’s needs based on their life goals. Shawna has also acquired the LUTCF designation (Life Underwriter Training Council Fellow). MCKINNEY
FINANCIAL GROUP