You've worked hard accumulating money for your retirement. You've saved, invested, and taken advantage of workplace retirement plans. Now you have to make decision about how to generate a steady income stream, and these decisions could have lasting repercussions.
Come join Dan Sullivan and Dennis Lynch, Associate Vice Presidents at Carolina Financial Partners, as they offer an educational workshop for an important time in your life - your retirement.
In the workshop, they will focus on strategies designed to help you, including making the most of your retirement income streams, tapping into your retirement accumulations (IRA, 401K, etc.), understanding retirement plan distribution roles, and protecting your income and assets from the unexpected.
Register today for this free workshop!
After receiving his BSME, Dan Sullivan worked for several years in the corporate world before transitioning to the Small Business sector where he thrived as a business owner for over 25 years in the service industries.
After obtaining his Series 7 & Series 66 licenses, he became a Financial Advisor that allowed him to combine his personal interests in Investing & Finance with his extensive experience in the operating small businesses.
Currently, he works with Small Business owners in many areas including financial planning, retirement plan selection (both company and individual), risk analysis, wealth building and a myriad of other financial issues facing today's business owners.
Dennis Lynch is an accomplished professional with more than 40 years of experience in the Financial Services industry.
He has extensive knowledge in the fixed-income investment markets including tax-free strategies with municipal bonds. He evaluates the intricacies of the financial markets for entrepreneurs, small businesses, and people with families who need assistance and education.