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present

Secure & Successful Retirement

with Kevin Grogan, CFA, CFP

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We hope you will join us for an engaging discussion and Q&A on securing a successful retirement, featuring Director of Investment Strategy for BAM Advisor Services, Kevin Grogan. Based on his newest book, “Your Complete Guide to Successful & Secure Retirement," Kevin will focus on the major risks individuals and families face as they head into retirement, and how you can take steps now to prepare for a worry-free retirement. He will cover topics including the importance of an Investment Policy Statement, designing portfolios for optimal diversification, and how the allocation of assets within accounts can be more tax efficient leading to better after-tax returns.

Alongside an MBA from Saint Louis University and a bachelor’s degree in finance from Missouri State University in Springfield, Mo. Kevin is also a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Kevin has co-authored 3 books.

RSVP by September 6, 2019

To RSVP, please call our office at (517) 627-1412 or click the link below: