This is a paid release.
Retirement isn’t your last stop; it’s just the first chapter in a brand-new story. What matters most to you in retirement? Join us as we discuss the challenges and rewards of retirement and learn how you can craft a plan that helps prepare you for your next chapter. We will also discuss the importance of detailed estate plan within your retirement plan.
You and a guest are invited to join us for our quarterly retirement and estate planning seminar, with guest speaker Worth Mountjoy of Sullivan Mountjoy PSC.
Tuesday, March 19, 2024 | 6:00 PM – 8:00 PM
Holiday Inn Owensboro Riverfront | 701 W. 1st St., Owensboro, KY 42301
A complimentary dinner will be served.
Guest speaker
Worth Mountjoy, Attorney | Sullivan Montjoy PSC
Call to R.S.V.P. by Friday, March 15, 2024 to Morgan Sands at (270) 479-6823 or by e-mail at [email protected].
Bluegrass Wealth Advisors
Chad Siddons, CFP®
Managing Principal
1925 Frederica St , Suite 110
Owensboro, KY 42301
Office: (270) 479-6823
[email protected]
bluegrasswealthadvisors.com
James Phelps
Senior Financial Advisor
Office: (270) 479-6823
[email protected]
bluegrasswealthadvisors.com
The opinions of any of our guest speakers are their own and do not necessarily reflect the opinions of Wells Fargo Advisors Financial Network, LLC.
This event is educational in nature. No specific products will be discussed.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Bluegrass Wealth Advisors is a separate entity from WFAFN.
©2023 Wells Fargo Advisors Financial Network, LLC. PM-05292025-6126884.1.1
