• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!


    Workshops

    Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature. We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience. We host several events throughout the year to give people the opportunity to learn about the subjects faced in today’s economy. These are great opportunities to get a complimentary financial review.

    If you would like to receive additional information in regards to upcoming events and informational guides, be sure to continue to visit our website or feel free to submit your information on the registration form on this page.

    Our Calendar of Events:

     


    Dinner Seminar- Financial Strategies for Today's Economy

    Date :  Tuesday, October 10th, 2017 and Thursday, October 19th, 2017
    Pre-Registration: 5:30pm
    Program: 6:00pm

    Please join local financial specialist Jeff Cherry for an informative dinner program exclusively devoted to the financial challenges that retirees and those nearing retirement face today. He will talk about the obstacles and opportunities, and provide fresh ideas that can help you survive – even thrive – in this unpredictable economic climate. Some of the topics he will cover include:
    • Protect Your Money – Can you protect and preserve your assets against market volatility?
    • Cash Flow / Retirement Planning – Can you prevent outliving your money?
    • “The Washington D.C. Effect” – Will recent legislation changes affect your retirement?
    • Taxes and The IRS – Can you safeguard your assets from unnecessary taxation?
    • Are You With A Retirement Expert? – 4 ways to make sure your current advisor is giving you expert advice.
    • Security – Can you find growth and security without risk in today’s volatile market?
    • Getting A Second Opinion – Why getting a second opinion may be the most important financial decision of your life.

    Reservations are REQUIRED. To reserve a seat register above or call (850) 243-1455
    CWA CLIENTS: This is a great opportunity to introduce us to friends and family and become a CWA Ambassador! To reserve a seat for you and your guests make sure to contact our office or register above.

     
     

    5th Annual Ambassador Event

    Date: November 2017
    Time: TBD

    Visit our link http://cherrywealthadvisors.com/ambassador.php to learn more about our annual event and how to be a part of our biggest bash of the year!
    Keep checking back for event details and more information to be posted soon.
    Workshop Registration
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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    Investment Advisory Services offered through Cherry Wealth Advisors, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The "10 Things to Know About Retirement Income" is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.