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eMoney Advisor – Financial EDU - Retirement Income Creative Director: Jeffrey Berry Writer: Jeffrey Berry Designer: Marlene Large Editor/Animator: Marlene Large IT’S HAPPENING. AND IT’S HAPPENING RIGHT NOW. TODAY, ALL ACROSS AMERICA 10,000 BABY BOOMERS TURN 65 YEARS OLD, THE AGE OF RETIREMENT. TOMORROW, ANOTHER 10,000. BUT ONLY A FEW HAVE OPTIMIZED THEIR FINANCIAL NEST EGG WITH… EFFECTIVE INCOME AND TAX STRATEGIES.

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eMoney Advisor – Financial EDU - Retirement IncomeCreative Director: Jeffrey BerryWriter: Jeffrey BerryDesigner: Marlene LargeEditor/Animator: Marlene Large

IT’S HAPPENING.

AND IT’S HAPPENING RIGHT NOW.

TODAY, ALL ACROSS AMERICA 10,000 BABY BOOMERS TURN 65 YEARS OLD, THE AGE OF RETIREMENT.

TOMORROW, ANOTHER 10,000.

BUT ONLY A FEW HAVE OPTIMIZED THEIRFINANCIAL NEST EGG WITH…

EFFECTIVE INCOME AND TAX STRATEGIES.

eMoney Advisor – Financial EDU - Retirement IncomeCreative Director: Jeffrey BerryWriter: Jeffrey BerryDesigner: Marlene LargeEditor/Animator: Marlene Large

MOST HAVE NOT. WHY?

BECAUSE MOST AMERICANS HAVEN’TDETERMINED THEIR RETIRMENT INCOMENEEDS…

OR LOOKED AT HOW THEIR ASSETS CAN GROW…

WITH THE PROPER RISK AND TAX EFFICIENCY…

YET STILL THROW OFF THE INCOME DESIRED IN RETIREMENT.

SO WHAT’S THE SOLUTION?

eMoney Advisor – Financial EDU - Retirement IncomeCreative Director: Jeffrey BerryWriter: Jeffrey BerryDesigner: Marlene LargeEditor/Animator: Marlene Large

IT’S PRETTY SIMPLE. WORK WITH US TO UNDERSTAND…

THE RISK AND REWARD OF A TAX EFFICIENT RETIREMENT STRATEGY.

MANAGE YOUR SPENDING…

BY SETTING A MONTHLY BUDGET.

USE THE WEB TO MONITOR YOUR ACCOUNTSAND TRACK YOUR PROGRESS.

UNDERSTAND THE IMPACT TO…

YOURSELF, YOUR FAMILY AND YOUR LEGACY.

eMoney Advisor – Financial EDU - Retirement IncomeCreative Director: Jeffrey BerryWriter: Jeffrey BerryDesigner: Marlene LargeEditor/Animator: Marlene Large

IF YOU DO NOTHING ELSE THAN REVIEW YOUR OPTIONS WITH A PROFESSIONAL…

YOU’LL HAVE A BETTER CHANCE TO LIVE OUTYOUR GOLDEN YEARS IN FINANCIAL COMFORT.

THE BEST TIME TO START …IS RIGHT NOW.