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MONROE BANK SEMINARS
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2009 Overview

Monroe Bank’s seminars are FREE
and open to the public.
 

• January

• February

• March

• April

• May

• June

• July

• August

• September

• October
• November
• December
May
 

9th Semi-Annual Presentation of
"Wisely Managing My Retirement Accounts"
Join David Snyder, Vice President and Trust Officer, as he presents information essential to
your future retirement.

Thursday, May 14, 2009 • 6-9 p.m.

or

Wednesday, May 20, 2009 • 2-5 p.m.

RSVP by Thursday, May 7

State Room East, Indiana University Memorial Union • FREE • Light refreshments will be served;
• Parking will be validated

 

A variety of topics will be covered including:

  • Structuring your TIAA-CREF and Fidelity accounts to allow your beneficiaries to defer income tax for up to 80 years after your death.
  • Adjusting your investment funds for a better balance for your future.
  • Understanding whether annuitizing your retirement nest egg makes sense for you.
  • Understanding the impact of 2009 tax laws on retirement planning.

    To reserve your seat, call (812) 331-3625 or
    e-mail coryeat@monroebank.com. Please RSVP
    by Thursday, May 7!

*Investment Products • Not FDIC-insured
• Not bank guaranteed • May lose value
 

*Securities and investment advisory services are offered through Raymond James Financial  Services, Inc., Member FINRA/SIPA, an independent broker/dealer, and are not insured by FDIC or any other financial institution insurance, are not deposits or obligations of Monroe Bank, and are not guaranteed by the bank and are subject to risk, including the possible loss of principal. Annuities are underwritten by licensed insurance companies that are not affiliated with Monroe Bank. The advice and services of Eileen Dunn are not affliliated with Raymond James Financial Services.

   

 

 

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