Broker Check
13 Jan
How to be a Financially Wise Investor in the Current Economy


How to be a Financially Wise Investor in the Current Economy

Having a comprehensive, written, retirement plan can be the difference between financial confidence and uncertainty. Please choose a date that works best for you. If you are concerned about attending an in-person event, we completely understand, and invite you to take advantage of a private, complimentary consultation.

Here are some of the concerns people have – we will address these and more:
• Concerns about market volatility
• How to buy out the silent partner of your retirement
• Maximizing your Social Security benefits
• Strategies that may create retirement income for life
• Are you curious about the real cost of Mutual Funds?
• The importance of distribution planning (understanding rules that may allow you to reduce your risk
and keep more of your hard-earned money!)
• Are you delaying retirement because of the cost of healthcare? Maybe you don’t have to.

You and up to 3 guests are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION at Anthony's Restaurant in Des Moines.

This event is by invitation only. Call today to RSVP at (800) 898-3572, and give the RSVP code 424915 or make a secure reservation at Seating is limited, so please reserve promptly.

Tuesday January 11 at 6:00 pm
Thursday January 13 at 6:00 pm

Please RSVP now to guarantee your space:
Call (800) 898-3572 and give your RSVP code 424915 or make a secure reservation at

Anthony's Restaurant
421 South 227th Street
Des Moines, WA 98198

Due to demand for these events, we ask that all prospective attendees and their guests consider the following guidelines before calling our reservation line:
• These events are designed for ages 50 and above. All attendees should be nearing retirement or currently in retirement.
• These events are designed solely for people looking to obtain financial information and/or advice.
• If you are a financial advisor or if you are in the financial services industry we ask that you kindly extend a professional courtesy and not attend.

Securities and advisory services offered through Madison Avenue Securities, LLC (MAS). Member FINRA/SIPC. A Registered Investment Advisor. Sunrise Financial Services is independent of MAS.
Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency.

Date and Time

Thu, Jan 13, 2022

6:00p - 8:00p PST


Anthony's Restaurant

421 South 227th Street
Des Moines , WA 98198
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Event Registration