HONDA, AT&T, AEP, Nationwide, Coca-Cola, Anheuser Busch, ACG Pension Associates
This Event Is For You!
You do not want to miss out on this opportunity to learn, as segmented rates are rising and soon-to-be retirees could be losing potentially thousands from their lump sum pension this year.
Topics of discussion:
- Recent inflation affecting the stock market may also influencing your lump sum pension.
- Should you take the lump sum distribution or take the monthly payments?
- What should you consider before taking distributions from your retirement plan?
- How the new segmented interest rates can impact your lump sum pension.
- Learn how pension errors could occur with any employer and how to fix those errors.
Attention Pension Associates!
Location: Smiths’ Boathouse
Dates: October 18, 2022
Time: 6:00 PM EST
Address: 439 N Elm St.; Troy, Ohio 45373
If you work for HONDA, AT&T, AEP, Nationwide, Coca-Cola, Anheuser Busch, ACG etc. this event is for you.
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You’re Invited To Learn More About The Pension Group and All Things Pension
Join us for a complimentary dinner and financial presentation at Smiths’ Boathouse.
If you work for HONDA, AT&T, AEP, Nationwide, Coca-Cola, Anheuser Busch, ACG etc. this event is for you.
We’d love to sit down with you and tell you more about how our proprietary The Pension Group Retirement Planning Process was crafted with one thing in mind: your financial success.
Just a 45-minute investment of your time may save thousands of your lump sum pension!
Our goal is for you to leave with all your questions answered.
Select Your Date to Claim Your Seat Now!
About The Speakers
Michael J. Martinez
Michael has been a financial advisor and pension advocate for more than 23 years, dedicated to helping individuals with their pensions, income planning, investments and preparing for the future. He started The Pension Group for exactly this reason: To help people better understand their pension options. Michael helps hundreds of clients evaluate their pension plans to help ensure accuracy and soundness.
As the head of a team of pension advisors, Michael knows the importance of strong leadership and creative thinking. He has helped police officers, teachers, firefighters and employees from various companies including Honda, BMW, AT&T, Battelle, 3M, Anheuser-Busch and Nationwide explore their pension options.
About The Speakers
John Forloine
John works closely with clients to help ensure they receive comprehensive wealth management strategies custom-tailored to their needs. He doesn’t take for granted the trust families put in their financial professionals and exercises a high degree of care when helping guide them through that process.
A graduate of Ohio University with a bachelor’s degree in psychology, John worked in consumer products sales management before his budding passion for the financial industry sparked a career change in 2010.
John is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation. He has passed the Series 7 and 66 securities exams and holds life, accident and health, and variable insurance licenses. He has lived in Dublin, Ohio, since 1991, and he and his wife, Christina, have four children: Max, Owen, Mia and Evie. When he’s not in the office, John enjoys golfing, traveling, cooking and creating music — he is the lead singer of a rock band that he put together with some of his closest college friends.
