Your choice of a chicken, beef or vegetarian entrée.
Stoatin Brae Golf Course
15579 E Augusta Dr
Augusta, MI 49012
– Stoatin Brae Golf Club on October 10 at 6:00 p.m. – Stoatin Brae Golf Club on October 12 at 6:00 p.m.
– Stoatin Brae Golf Club on October 10 at 6:00 p.m.
– Stoatin Brae Golf Club on October 12 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Stoatin Brae Golf Course. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Sarah Saum’s work in the financial industry has spanned over 15 years. During her tenure she has worked with clients from coast to coast of every demographic. However, she concentrates her focus on the Midwest region, mainly her hometown of Kalamazoo as well as Grand Rapids, Michigan. Also spending time in Chicago and the surrounding suburbs in Illinois where she grew up. With a combined focus of understanding both clients’ long and short-term goals she can create and execute a plan that includes proper financial planning, tax minimization planning and legacy planning.
Through her extensive experience, Sarah has developed a knack for making the financial planning experience one that does not have to be an intimidating experience. She excels in conveying understandable information to her clients, and prides herself on clarity and client understanding while working hard to exceed client expectations. This approach ultimately guides clients by providing the necessary tools to make informed decisions and work together on their financial path to success. Sarah does not take her fiduciary responsibility lightly and is committed to providing the highest level of service to clients through solid morals and ethics that focus solely on clients’ wellbeing.
One of Sarah’s many passions in the financial industry is advocating for and making sure women have a voice and understand their financial situation and goals. This way no matter what life throws at them they are prepared and have a dedicated advisor to lean on for assistance. Too many times she has seen women lose a partner and not know how to proceed in regard to their financial wellness. This sometimes leads to women being misled or taken advantage of. When we help inform ahead of time, then there are less questions and concerns at the time of need.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.