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At American Financial Advisors, our guidance focuses on your goals.
We create a positive investment experience for our clients through personalized service.
FAA Modernization and Reform Act:
**Considering All the Options**
Wednesday, May 23rd
10 am – 2:30 pm
@
Crowne Plaza Hotel
1325 Virginia Avenue
At American Financial Advisors, we have received a number of calls regarding the recent legislation allowing eligible Delta Air Lines’ employees, and surviving spouses, to transfer a portion of bankruptcy-related payments to a traditional IRA and claim a refund of the Federal taxes they paid on such funds – whether or not employees previously took advantage of the opportunity to fund a Roth IRA with these funds.
Due to the complexities surrounding each individual’s situation, we have done extensive research and will provide more specific details & scenarios during this session.
Overview of the FAA Legislation
“Should I Convert or Contribute Now?”
Kevin Grady, CFP®
Choices to Make and Steps to Take
“Every Situation Is Different”
Shea Medlin, CPA
Retirement -- Your Last 25-30 Years
"Go-Go, Slow-Go, No-Go"
Mike Stark
Please RSVP to: kcarter@afainvestments.com
Call: 770-977-2434 or Toll-Free 888-413-9080
The session includes lunch for our clients, spouses, fellow employees, friends or neighbors.
Seating is Limited - Please reserve your place now.
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-- We help you achieve your goals through discipline, asset allocation, and low fees
-- We earn your trust based on integrity and understanding who you are.
-- We tailor each model portfolio to balance risk and return.
-- We stress diversification to reduce risk and preserve capital.
-- We help you maximize scarce resources -- like time and money -- to maintain your lifestyle.
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Wealth management is critical for a generation that will live 25-30 years past retirement. Professional advice is valuable. We live in a world where uncertainty and volatility are a way of life.
Keeping fees low is an important key to attaining higher total returns. The low total costs associated with our investment style keeps more money on your side of the table, year after year. We are completely objective.
We do not sell commission products or loaded mutual funds. For more information on our philosophy, please contact us.
Additional Services
AFA provides a Weekly Update on the markets via e-mail every Friday evening after the markets close. We publish a periodic AFA newsletter, "Common $en$e - Financial Advice for Everyday Life", which covers all related areas concerning investments, estate planning, taxes, 529/college savings plans, insurance, real estate, and financial planning and overall market review. In addition, we invite all clients to attend one of our seminars held periodically throughout the year.
If you have any questions, please call our AFA offices anytime toll free at (888) 413-9080 or in Atlanta (770) 977-2434. We sincerely thank you for your interest and we look forward to talking with you soon.
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