EVENT SPONSOR
Merit Advisors, LLC is a financial services firm based in Westerville, OH. Their team is comprised of qualified financial professionals who are passionate about helping people pursue their ideal retirement. They are sponsoring this private screening of “The Psychology of Retirement” as they pursue their mission to help people in their community retire well.
THE EXPERTS BREAK IT DOWN
Merit Advisors, LLC
“The Psychology of Retirement” challenges people to think about retirement totally differently where income is outcome,
AND ways to navigate America’s #1 Retirement Fear!
The Psychology of Retirement:
Navigating America's #1 Retirement Fear
Tuesday, February 25th at 6:30pm
AMC Dublin Village 18
6700 Village Pkwy., Dublin, OH 43017
Registration Includes: Tickets and Movie Snacks!
"As a financial professional, it is always my goal to share knowledge and new perspectives related to preparing for retirement within our community. I hope our Dublin neighbors will benefit from the powerful story this movie tells!"
- J Burke Howard, Executive Producer
© The Psychology of Retirement. All rights reserved.
TODAY’S CHALLENGED RETIREMENT SYSTEM
Pensions are rare, and Social Security is running out of money
Most people are 100% responsible to fund and manage their retirement
Only 1 in 5 people have a written retirement income plan*
It's time to get serious about solving America's retirement income crisis
This is not a part of the Facebook website and is not endorsed by Facebook, Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. The Psychology of Retirement is property of Steep Digital, a marketing entity, providing advertising content for financial professionals. Steep Digital is not affiliated with nor do they endorse the financial professionals or their firms. Prior to engaging in the services of a financial professional, all individuals should make their own evaluation of the firm’s services. This film is intended for informational purposes only. It is not intended to be used as a basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Opinions expressed by speakers in this film are of their own, and are not reflective of Steep Digital Marketing, nor the financial professional(s) sponsoring the showing of this film. The speakers and industry “experts” may not be financial professionals, nor should their commentary be taken as financial advice or guidance for an individual’s situation. The speakers and “experts” are not affiliated with Steep Digital Marketing, nor the financial professional(s) sponsoring the showing of this film. This film, nor the financial professional sponsoring this event, is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Participation in the Psychology of Retirement film Executive Producer program is a paid opportunity. The financial professional participating in the Executive Producer Program did not have direct involvement with film production, but received marketing rights and additional advertising benefits as part of the paid program.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Insurance products are offered through the insurance business Merit Advisors, LLC. Merit Advisors, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Merit Advisors, LLC. are not subject to Investment Advisor requirements. 07/24-3691025
https://www.investmentnews.com/retirement/news/most-us-adults-fear-outliving-their-money-more-than-death-251992#:~:text=If%20there's%20one%20thing%20adults,over%20across%20the%20United%20States.
*https://www.limra.com/en/newsroom/industry-trends/2023/limra-just-1-in-5-retirees-have-a-formal-written-retirement-plan/
Featuring Behavioral Investment Expert:
Morgan Housel New York Times Best Selling Author
Featured industry leaders and experts including:
David M. Walker Former US Comptroller General of the United States, Former Trustee of Medicare and Social Security
Jason Fichtner Former Executive Director of Social Security, Executive Director of The Retirement Income Institute
Becky Swansburg Author, Expert on Tax and Policy Risk
Rodney Brooks Award Winning Journalist for USA Today, Wall Street Journal, AARP
David Duley Social Security Researcher
Johnny Poulsen CFP®, Financial Technology Developer
Justin Fitzpatrick MIT PHD, CFA & CFP®, Retirement Researcher
Brian Wesbury Award Winning Economist