Educational Seminars
THE FIDUCIARY ADVANTAGE
This short seminar will open your eyes to the distinguishing differences between our client experience and the benefits of our holistic focus as true fiduciaries and the rest.
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RETHINKING RETIREMENT INCOME
As a fiduciary firm, our main focus is providing you with our best thinking for you. For many clients, this seminar, Rethinking Retirement Income, will convey a new approach for well diversified retirement planning. A concept we call: Net Retirement Income Maximization™
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1024 E Grand River Ave
Brighton, MI 48116
(810) 355-1325
info@caitlinjohn.com
Fax: (810) 227-2558
Toll Free: (877) 238-1680
PAGES
OUR APPROACH
Compliance statement:
The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Caitlin John does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Caitlin John or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.
1024 E Grand River Ave
Brighton, MI 48116
(810) 355-1325
info@caitlinjohn.com
Fax: (810) 227-2558
Toll Free: (877) 238-1680
PAGES
OUR APPROACH
Compliance statement:
The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Caitlin John does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Caitlin John or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.