One on One Invite

The White Paper You MUST Read!

We Cordially Invite You to be Our Guest

You are invited to a one-on-one financial consultation with JKL Wealth Management’s CEO John Lohrenz at one of four first-class restaurants.

This is not a seminar event. You will have John’s undivided attention to discuss your retirement plan and how to work to improve that plan. In addition to discussing whatever you want to bring to the table, some possible topics you can cover with John include:

  • Your portfolio – What steps are you taking today to help you prepare for the future and are they the right ones?
  • Financial Strategies – When is the last time you revised your financial strategies? Are you aware of the risks of not revising them?
  • Post Retirement – Are you confident that you will not outlive your retirement savings?
  • Tax Reduction Strategies – Are you doing all you can to reduce taxes and help preserve your retirement income from potential future tax increases?
  • Advice – Learn what some advisors may overlook when advising clients.
  • Inflation – Learn how you can help reduce the impact of inflation on your savings.
  • 2013 & Beyond – Find out what challenges lie ahead, like accelerated inflation, the shrinking dollar, the slow economy, the government debt ceiling and rising energy costs.

Setting up your own, personal consultation with John is easy.

Reservation spots are limited for this popular one-on-one consultation service so please call and reserve your sport today.

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What Would You Like to Discuss with John Good Days/Times for You: