Choose Your Retirement Path
and
Riding Out Market Events*

Register Now!

(Advance registration is required. Seating is limited)

While you enjoy a delicious dinner prepared by Cru Café, we will help you address some of your most pressing retirement concerns.

- Do you want to live your life to the fullest without the fear of running out of money?
- What is the one thing, the most important action you need to take in order to move ahead during this part of your life?
- Will you be able to take that big trip you’ve always dreamed of...without worry?

This evening gives you the opportunity to think of your life in the context of your hopes and dreams.

Some of the subjects you may be interested in are the following:

  • Your financial portfolio
  • Taxes...and how to help minimize them1
  • How to have income for life, when you don’t know how long you will live
  • How expectations can satisfactorily meet reality
  • Longevity issues
  • Health care cost issues
  • Inflation
  • Legacy
  • Make market volatility work for you*
  • Focusing on long term goals*

*These subjects will be covered by Doug Famous, CFP

This evening will be a great way to start your retirement journey. Please join us, and feel free to ask any question you want.

Press to Call and Register

Credible, Experienced Presenters:

Bill Geasey is the President of the Geasey Group, LLC located in Newport, RI. He has presented dozens of money related workshops to hundreds of Rhode Islanders. Bill has helped numerous entrepreneurs and corporate employees implement the principle-based strategies he discusses.

Doug Famous, CFP® is a financial adviser with Eagle Strategies LLC. He focuses on personal and corporate retirement planning. Doug diligently works with families and businesses to develop customized and diversified solutions to meet their financial goals. He works with clients in RI and throughout the country.

Why should you go?

Technology was supposed to make our lives simpler. Unfortunately, this hasn’t been the case. Our lives seem to get busier and much more complicated! We all have reasons to put off this big picture planning in favor of our daily distractions.

This seminar will help you in achieving your most cherished dreams.

Relax. Learn. Enjoy. Dinner is provided.

Upcoming Seminar Dates:

When: To Be Announced
Where: To Be Announced
Price: The event is FREE. Advance registration is mandatory since seating is limited and meals and materials are provided.

Disclaimer:
Bill Geasey is a Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency & a Licensed Agent with New York Life Insurance Company, 221 Third Street, Newport, RI 02840. 401-841-8989.
Doug Famous, CFP® is a Financial Adviser with Eagle Strategies LLC, A Registered Investment Adviser & Registered Representative offering securities through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency & Agent, New York Life Insurance Company 14850 N. Scottsdale, Suite 400 Scottsdale, AZ 85254. 480-840-2075.
This is an informational and educational presentation, which the presentation content may not necessarily represent the opinions of New York Life Insurance Company or its affiliates.
1 Neither The Geasey Group, it’s staff, Doug Famous, CFP®, nor New York Life Insurance Company, its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal and accounting professional before making any decisions. Any discussion of investment products is informational only and not intended as a solicitation of those types of products. The Geasey Group LLC is not owned or operated by New York Life Insurance Company or any affiliates.

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