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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Copper Creek Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Neither Jacob Serfas nor Copper Creek Financial are affiliated with or endorsed by the Social Security Administration or any government agency.

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.

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Use of the library meeting space does not constitute an endorsement of the program/meeting or its content by Anne Arundel County Public Library.

ABOUT YOUR HOST

Jacob Serfas

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At Copper Creek Financial, we want to help you pursue your financial goals. Our team is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

To register for our Thursday, June 22nd event please click the button below!

CLICK HERE

We are also hosting an event on Thursday, November 9th. To see the details for the event, click the button below!

CLICK HERE

What You'll Learn:

Join us

Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Create a Retirement Income Plan That LASTS

Explore Social Security claiming strategies for maximum benefit

Identify common risks to retirement income—and how to protect yourself

Learn how to budget for healthcare, inflation, and lifestyle needs

Understand how to make your money last—no matter how long you live

Minimize taxes with smart withdrawal and asset allocation strategies

Discover how to turn your savings into reliable retirement income

Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement

Tuesday, August 5th @ 6:00 PM

Odenton Library

1325 Annapolis Road, Odenton, MD 21113

Tuesday, August 5th @ 6:00 PM

Phone: 443-370-2005

Email: Kim@coppercreekfinancial.com

Website: coppercreekfinancial.com

BONUS: Attendees will be eligible for a complimnetary copy of Jacobs book Permission to Spend: What to do When Your Paycheck Stops and Retirement Begins

Odenton Library

1325 Annapolis Road, Odenton, MD 21113

CLICK HERE TO REGISTER NOW

BONUS! Attendees may be eligible to receive a complimentary copy of Jacobs book Permission to Spend What to do When Your Paycheck Stops and Retirement Begins