Date(s) - 08/17/2019
11:00 am - 12:30 pm



You’ve spent a lifetime accumulating money for your retirement.  In order to maintain the lifestyle you deserve, you have to make many decisions about how to generate income and these decisions can have lasting effects.  The rules change when you retire. You may need to adjust your investment strategy and consider different ways to protect your income from unforeseen circumstances.


Register below for our complimentary educational workshop to learn the answers!

Seating is limited, registration is required to reserve your seat

August 17, 2019

11:00 AM to 12:30 PM

Austin Davis Public Library

17808 Wayne Road, Odessa, FL 33556



In this complimentary workshop you will learn the 6 What ifs of Retirement Planning:


  • If I Live Too Long – We address factors that can potentially lower or increase withdrawal rates in retirement

  • If I Face a Major Market Correction – Addressing common threats to retiree portfolios and potential solutions

  • If I Need More Income – Determine which investments could help build an income-producing portfolio

  • If Taxes Go Up – Utilizing the benefits of pre-tax and post-tax retirement accounts

  • If Inflation is High – Understanding the effects of inflation and the impact on your retirement

  • If I Die Too Early & Leave My Spouse Alone – Learn the solutions to care for your spouse now and in the future

*No product will be offered, solicited or sold.

If you are between the ages of 55-70, you should not miss out on this opportunity!

 Presented to you by:


                            John Teixeira Jr., CIMA®, CFP®,AEP®, AIF®                        Andy Whitten

                                                            Financial Advisor                                                Financial Advisor



* indicates required

PFG Private Wealth Management, LLC is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. This material and information are not intended to provide tax or legal advice. Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.