Premier Retallick Event:

“Economic & Market Update: Strategies for Uncertain Times”

Markets are always changing. With the volatility of 2022 you may be wondering if there are strategies you may not be aware of? That’s why we’re offering a fresh perspective on today’s economic and market conditions and a presentation about Actively Managed Money. Learn how that may help you with your portfolio and retirement plan.

This event is designed to help you learn more about the current markets and their potential retirement impact. We want you to be armed with the information you need to feel comfortable with your retirement strategy.  Gather your friends and join us! 

Monday, January 23 or Wednesday, January 25

Fleming’s Steakhouse • 8985 Tamiami Trail N., Naples, FL 34108
— Event begins at 6:00 PM —

Join us for this exclusive event and learn…

  • Current markets: what might this mean for your retirement?
  • Potential ways to increase retirement income
  • Leaving a legacy: Is it possible in this market?
  • Strategies for balancing investment risk
  • Possible income options in retirement (without the stock market)
  • Market trends and patterns: What do they tell us?
  • Why have multiple retirement strategies?

This session is offered exclusively by Don Retallick. Register now to reserve your spot or call us at 239-444-5980 to sign up. The event will be held Monday, January 23 or Wednesday, January 25. Pick the date that works for you! Get informed and learn your options now. Looking forward to seeing you there!

REGISTER TODAY!
  • (239) 444-5980
  • Info@RetallickFinancial.com
  • Headquarters:
    9160 Forum Corporate Parkway, Ste. 350
    Fort Myers, FL 33905
  • 1990 Main St., Ste. 750
    Sarasota, FL 34236
  • 27911 Crown Lake Blvd., Ste. 247
    Bonita Springs, FL 34135
  • 1500 East Venice Ave., Ste. 301
    Venice, FL 34292

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

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IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Retallick Wealth Management, LLC) , an SEC registered investment advisor. Insurance products and services are offered through Retallick Financial Group. Gibbs Wealth Management, LLC (DBA Retallick Wealth Management, LLC) and Retallick Financial Group are unaffiliated companies.

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