NO 401(k) Plan Advisory Fees with FWM Combined Plan and Just-in-Time Retirement Funding (Qualifying States Only). See PPT Deck on www.slideshare.com under FWM combined plan-2013 and Invite to Breakfast Workshop 6/18 at Melville Marriott (1 CPE Credit).
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FWM-JIT NO ADVISOR FEE
1. COMBINED QUALIFIED PENSION PLAN
CONCURRENT OFFSET, AGGREGATED BENEFITS & POST RETIREMENT
MEDICAL BENEFITS UNDER IRC §401(H), JUST-IN-TIME RETIREMENT ™
FINEX WEALTH MANAGEMENT, INC.
“NO 401(k) Plan Advisory Fee” with
Just-in-Time Retirement Funding™ (Qualifying States Only)
BARRY M. FINE
SENIOR FINANCIAL ADVISOR
FINEX WEALTH MANAGEMENT, INC.
1201 Broadway, Suite 803
New York, NY 10001
631.513.8822
An Independent Advanced Financial Strategies, Inc. Group Affiliate
*****
“NO 401(k) Plan Advisory Fee” with
Just-in-Time Retirement Funding™ (Qualifying States Only)