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You make financial decisions throughout your lifetime, and trusting the advice you receive can be difficult amid the unprecedented amount of information that exists today. You may question whether recommended strategies are fully informed, relevant to your unique situation and worthy of pursuing.

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Our SmartMoney Masterclass is built around cutting-edge research, insights that bubble up key concerns, and analysis that spots trends and patterns to help you see the big picture — Now’s the perfect time to put it all to work. Take stock of your goals, realize new opportunities, and build the future — We help solve for all that.

JUNE // 2023

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During a 5-year period ending in 2022, the SPIVA^® U.S. Scorecard reports that 86% of large-cap managers, 64% of mid-cap managers, and 70% of small-cap managers all underperformed...

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Are you paying your broker to under-perform the market?

Business Owners: Complex Planning.

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These are challenging times for fixed income, and investors are feeling it – Yields are low and show no signs of rising. And fees and taxes can deplete what little earnings are left.

These are challenging times for fixed income, and investors are feeling it – Yields are low and show no signs of rising. And fees and taxes can deplete what little earnings are left.

We're providing individuals with access to institutional quality investment products that can help grow savings and generate lifetime income. Learn more about how Retire Smarter is at the forefront of personal finance.

These are challenging times for fixed income, and investors are feeling it, – Yields are low and show no signs of rising. And fees and taxes can deplete what little earnings are left.

We look forward to meeting you.

It's hard to know where to go when returns are low,risks are high, and the old rules don't seem to apply.

Don't see a date or location that works for you? — We invite you in to meet the team.

It's hard to know where to go when returns are low, risks are high, and the old rules don't seem to apply.

Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.

Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.

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Your path to generational
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Proven retirement advice
you can take to the bank.

We're empowering a broad range
of retirees and individual investors
by offering them greater access to institutional-quality, diversified investment products.

Book a free
15-minute call.

Can't make it to one of our live events?
Meet with a member of our team one-on-one, virtually or in-person.

Can't make it to one of our live events?
Meet with a member of our team one-on-one, virtually or in-person — An introduction to our firm and our unique approach to retirement.

C-Suite Executives:
Benefits & Compensation.

Small Business:
Group Benefits.

It's hard to know where to go when returns are low,
risks are high, and the old rules don't seem to apply.

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and our team will contact you.

Contact us to
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