Social Security Seminar
Join us for a complimentary seminar on June 24, 2014!
Social Security: The Choice of a Lifetime
What you don’t know could potentially cost you hundreds of thousands of dollars.
Filing for Social Security is one of the most important and complex financial decisions you’ll make in your lifetime. There are many factors you must take into consideration. And generally, there’s only one chance to get it right. Let Oak Ridge Wealth Management, Investment Services offered through SPF*, help you simplify this complicated decision, and show you how Social Security fits into your broader retirement income plan.
With over 20 years of combined financial services experience, co-hosts Jamie Whitt and Tim O’Mara** will provide insightful information to help you effectively navigate the Social Security waters. In this complimentary seminar you will learn:
- Why your Social Security filing decision matters
- What you need to know about Social Security
- How to make your Social Security decision count for you and your family
Please RSVP today to save your spot.
| Date: | Tuesday, June 24, 2014 |
| Time: | 6:00 pm – 7:00 pm |
| Place: | Bank of Oak Ridge Corporate Center 8050 Fogleman Road Oak Ridge, NC 27310 |
| RSVP: | Jamie Whitt jamie.whitt@mybd.com 336-662-4928 |
*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.
**Tim O’Mara and Nationwide are not affiliated with SPF or its representatives
