Rollover Today: It Can Help You
Tomorrow
Have you recently left your employer to start a new
job or retire? Have you given any thought about what
to do with your accumulated retirement savings? It’s
an important decision and one you should speak about
with a financial advisor. Here’s why…
It’s Your Money – It’s Your Choice
Your retirement account represents money you’ve
earned. It will probably be a major source of your retirement
income. What to do with your savings is obviously an
important question because what you do with that money
today may directly affect how you live tomorrow. Don’t
go it alone.
Know your options. There are several things you can
do with the money in your retirement plan. A financial
advisor can help by showing you the wide variety of
choices available. We will be pleased to discuss your
options and help ensure that you are making the choices
that are right for you.
More than Recommendations
Once you’ve had a chance to analyze the facts
and make a well-informed decision, rolling over is fast
and easy once you know your choices. We will make sure
you get all the necessary forms and make recommendations
based on knowledge, experience, and research. Call us
for a free, no-obligation consultation.
For Further Information contact,
Diane L.S. Ho
LUTCF, CLTC
808-531-5391 Ext. 305
Dexter S. Aoki
Chief Investment Officer
808-531-5391 Ext. 350
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Declare Financial Independence
A COMPLIMENTARY WORKSHOP FOR PEOPLE SERIOUS ABOUT PLANNING
FOR THE FUTURE
Today, retirees are living longer than ever—perhaps
longer than planned. Will your retirement assets last
as long as your retirement?
Please join us
to hear more about . . .
* Making your money last during retirement using variable
annuities.
* Strategies to maximize your chances of maintaining
the payments needed to enjoy
a long retirement.
* The role of guarantees to help manage risk (contractual
guarantees are backed by the claims paying ability of
the issuer).
* Financial tools to help make your retirement assets
more secure, regardless of market performance.
When you attend this no-obligation educational
workshop, you will hear how variable annuties can help
provide you with guaranteed retirement payments. All
seminars will be held here at Sterling & Tucker’s
Honolulu office, and parking is free.
WHERE & WHEN
Date
Thursday May 11
10:00 AM or 4:00 PM
Saturday May 13
10:00 AM
Location
Sterling & Tucker
Haseko Center
820 Mililani St. 4th Floor
Honolulu, HI
RSVP Please to
Jennifer Chun
531-5391 Ext. 352
Free Parking & Refreshments
Will Be Served
Seating is Limited. Call Now!
Seminars run approximately 1 hour to 1 1/2 hours
___________________
Contact your financial consultant for more information,
including a prospectus that contans complete details
on investment objectives, risks, fees, charges and expenses
as well as other information about the investment company,
which should be carefully considered. Please read the
prospectus carefully prior to investing. The prospectus
contains this and other information on the product and
the underlying portfolios.
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