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Client Dinner at Davio’s

Summit Financial Partners
Great Venue 1250 Market Street, Lynnfield, MA 01940

RSVP Now - 781.281.2287

Over the past 15 years, Summit Financial Partners has been dedicated to educating people in our community on how to use their money to achieve their life goals in retirement and beyond. Over the years, many clients have asked us for an easy way to introduce us to people they know and care about. This dinner is the perfect opportunity to bring a friend and enjoy a nice evening on us. Simply invite a friend, colleague, neighbor, or family member who is retirement age (someone not living in your household) to join you, and you both get the opportunity to have a fun and informative night out. Spouses are also encouraged to attend.

Planning Techniques Being Discussed:
– Market volatility – How do you help protect your retirement from another downturn?
– Will you outlive your retirement savings? (3 out of 5 of today’s retirees will).

Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.