You and one guest (age 50 or older) are invited to join local financial professionals Thomas Pallogudis, RICP®,
and Steven Swistak, APMA®, CFSTM, for a complimentary educational dinner focused on today’s evolving
investment landscape.

Enjoy a complimentary dinner while learning about investment and planning strategies that may help investors
pursue long-term financial goals, generate income, and navigate changing market conditions.

Over dinner, we’ll discuss how investors are approaching today’s challenges and opportunities through
thoughtful portfolio construction, risk management, retirement planning, and diversification strategies. The
presentation is designed to provide educational insights and practical considerations for individuals seeking
to build and preserve wealth over time.

Complimentary Dinner Included

This educational event is provided at no cost or obligation. Nothing will be sold.
Enjoy a complimentary dinner served immediately following the presentation.

Highlights of these special dinner events include:
✓ Navigating today’s economic and market environment
✓ Why diversification remains important in uncertain markets
✓ Strategies for generating income in retirement
✓ Approaches to managing investment risk
✓ Planning for long-term financial goals
✓ Wealth preservation strategies
✓ Retirement income planning considerations
✓ Tax-efficient wealth accumulation and distribution concepts
✓ Balancing growth opportunities with risk management
✓ Understanding different investment approaches and their potential risks and rewards

Seating is limited, so reserve your space today using one of the convenient RSVP options listed below.

This educational event is provided at no cost or obligation. Nothing will be sold.
Enjoy a complimentary dinner served immediately following the presentation.

Guarantee your reservation today by calling
(800) 898-3572 and giving RSVP code 516207
or register online at rsvp.org/516207