Retirement Workshop

​Join us for a complimentary workshop on April 27, 2016!

Your Guide to Retirement Risk

It’s your retirement. Don’t just wish. Take action.

Worried about retirement? You’re not alone. Retirement is supposed to be the reward for a lifetime of hard work, but it’s become a source of stress for many. Do I have enough money? What should I be doing?

Lots of questions…too few answers.

Oak Ridge Wealth Management available through Sorento Pacific Financial, LLC (“SPF”)* is committed to helping you make sense of your retirement. During our complimentary workshop, SPF Financial Advisor Jamie Whitt and Timothy J. O’Mara, Vice President, Nationwide Retirement Institute**, will break everything down—including the risks of retirement and how to manage those risks. As part of the workshop, you’ll learn how to:

• Work to reduce the impact of variables like inflation and market performance
• Create a balanced portfolio to help support your goals
• Work with an investment professional to follow your unique plan

This is your retirement. We’ll teach you how to make the most of it. Contact SPF Financial Advisor Jamie Whitt at 336-662-4928 today to reserve your spot!

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.