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Please join us, AMERICAN FINANCIAL ADVISORS (AFA) for our next Investment/Retirement Seminar:
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Future Topics and Dates To Be Announced |
AFA's Investment Strategy - Diversified asset allocation and low fees -- a successful combination for the next 30-40 years. Despite the recent market correction and normal volatility, a well-diversified portfolio and low fees is still the best, proven path to long-term success -- according to every study or reputable book you'll find on the subject. Our clients are already there -- and understand why.
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401k/DC Plan Portfolios - We provide 401k and DC portfolios for active pilots, flight attendants and all other Delta employees. Most American workers, in general, are not maximizing the potential of their 401k and Defined Contribution plans. At AFA, we are providing guidance to help thousands of employees do a much better job with their retirement accounts.
Retirement -- Many of you will be retired 25-30 years. There are complicated issues to discuss regarding the last third of your lifespan and how you plan to live it to the end. This is an area most are not prepared for and are surprised by the challenges they face -- both personal and financial.
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Accumulation vs. De-cumulation -- You spend a lifetime saving for retirement. What are the smart ways to handle withdrawing those dollars to maintain your lifestyle while still out-pacing inflation and taxes?
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At AFA, we wish to extend a very special "thank you" to all current clients who continue to trust us with over $400 million of their hard earned dollars.
We truly care and continue to strive to do an excellent job, especially as we have transitioned over to vehicles like the Dimensional Funds, ETF's, Vanguard Funds and other investment products. What we do -- works -- for all the right reasons -- with integrity, trust, and ethics at the top of the list.
Please call us at 770-977-2434 or Toll Free (888) 413-9080 for more information or e-mail Cathy Sheldon or Linda Viglotti to request a reservation.
Disclosures: Performance data represents past performance. Past performance is no guarantee of future results, and current performance may be higher or lower than the performance displayed. The investment return and principal value of an investment will fluctuate such that an investor's shares, when redeemed, may be worth more or less than their original cost. Model results do not represent actual trading and they may not reflect the impact of material economic and market factors upon the advisor's decision making if the advisor was to actually manage clients' money.
Dimensional Fund Advisors Inc. is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors Inc. collect at (310) 395-8005; on the Internet at www.dimensional.com; or, by mail, DFA Securities Inc., c/o Dimensional Fund Advisors Inc., 1299 Ocean Avenue, 11th Floor, Santa Monica, CA 90401. Mutual funds distributed by DFA Securities Inc.
Performance data for custom portfolio mixes are weighted average returns without re-balancing, calculated from the earliest common date of the underlying funds. Hypothetical examples are provided by Dimensional Fund Advisors for illustrative purposes only. The information shown should not be relied upon to make investment decisions. Indexes are unmanaged and considered to be representative of the historical performance of a particular asset class. An investment cannot be made in an index. Past performance is not an assurance of future results.
For AFA, LLC clients' accounts maintained in its custody, Schwab generally does not charge separately for custody but is compensated by account holders through commissions or other transaction-related fees for securities trades that are executed through Schwab or that settle into Schwab accounts. All fees paid to American Financial Advisors are separate from fees or expenses charged by the mutual fund companies or Charles Schwab & Co. These fees and expenses are described in each fund's prospectus. Hypothetical returns for the model portfolios are weighted average returns and are gross of the management fees of American Financial Advisors, LCC, taxes and transaction expenses - but net of expenses within the mutual funds.
Revised 5/28/2010
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