Regional Jersey Shore Education Meeting

Regional Jersey Shore Education Meeting

Personal Financial Planning Now and in the Future – A cash flow approach

Presented by

Jim Cunniff– Brian Cunniff-Rob Pendergist

We create plans designed to work during your working years while you’re accumulating assets, your retirement years when you’re distributing those assets back to yourself to create income and upon your passing when the money has to transfer to your family.    We focus on a goal of retirement income rather than net worth.  Net worth is a nice number that you’ll leave behind when you pass away, but it’s the retirement cash flow that will dictate your quality of life both while you’re working and when you retire.  Cash flow is always king when it comes to money and finance.  Our value proposition to you is unique, and one that only a select group of advisors in the country actually accomplish with their clients:

1) You’ll have more cash flow both while working and in retirement

2) You’ll get it without having to take any additional risk

3)  All of your assets will be better protected

4) This will all get done without having to change the way you’re living now

Open to all managers and staff

Thursday, March 24, 2016

Deal Golf & Country Club

1 Golf Lane

Deal, NJ 07723

732-531-1190

Host Managers: Michael Pollack, CCM, CCE

Registration/Continental Breakfast: 8:30 am

Program: 9:30 am-10:30 am

 1 Credit

 Register with Mike Pollack at [email protected]

This session is complimentary