Attend an Event
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more
confident about the days ahead.
Contact our office at 314-835-1111 to find out about our next event.
Tuesday, July 13, 2021 - 6:00 pm
11611 Ellison Wilson Rd
Palm Beach Gardens, FL 33408
Jeff Duncan will be joined by Martin Ruby he is the founder and CEO of Stonewood Financial. A seasoned financial industry executive, Martin has decades of experience developing, pricing and selling insurance products, and managing strategic corporate growth. A nationally-recognized public speaker and trainer, Martin is author of industry-leading books The No-Compromise Retirement Plan and The New Rules of Retirement Saving.
Register for an event
*Please No Attendees Under The Age Of 50. No Agents/Brokers/Advisors Permitted. Attendance Is At The Discretion Of The Presenter. DFM Is A Registered Investment Advisory Firm Helping Individuals Create Retirement Strategies Using A Variety Of Investment And Insurance Products To Custom Suit Their Needs And Objectives. Investment Advisory Services Are Required To Be Provided In Accordance With The Fiduciary Standard - This Means That The Advice Must Be In The Best Interest Of The Client With Any Conflicts Of Interest Fully Disclosed To The Client. Insurance Products Are Sold Based On The Suitability Standard At Both The State And Insurance Carrier Level - This Means That Product Recommendations Must Meet The Stated Financial Needs And Objectives Of The Client.
This Presentation Is Designed To Provide General Information On The Subjects Covered. Investing Involves Risk, Including The Loss Of Principal, And No Investment Strategy Can Guarantee A Profit Or Protect Against Loss In Periods Of Declining Values. Any Reference To Protection Of Benefits Or Lifetime Income Refer Only To Fixed Insurance Products, Not Securities Or Investment Products. Insurance And Annuity Product Guarantees Are Backed By The Financial Strength And Claims-Paying Ability Of The Issuing Insurance Company.
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.