James Belz Jr. - Financial Planner, ForFutures Financial - Ameriprise

Strategic Financial Planning: The Key to Retiring Well
Classroom Instruction on how to improve your retirement cash flow

The Full Course Consists of three 2 ½ Hour Sessions
THERE IS NO COST TO ATTEND
Saturday Mornings: April 11th, 18th and 21st
10:00am - 12:30pm

Camden County College
1889 Rt. 70 East
Cherry Hill, NJ 08003

TOPICS INCLUDE:
-Determining how much money you may need to retire.
-Strategies for controlling health-care costs.
-Turning 401(k) and IRAs into tax efficient income in retirement.
-Understanding investment strategies and alternatives.
-Strategies for keeping Social Security off your tax return.
--Estate planning strategies for transferring assets to loved ones and charities of your choice.

Presented By:
Donald DelMonte, CFP®️, ChFC®️, APMA®️
Financial Advisor | Accredited Portfolio Management Advisor SM

Donald Del Monte II, Christopher Zardus and James Belz | Financial Advisors

ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC

TO REGISTER: Click the link below:
https://bit.ly/3Nzb0pT

For more information, call 856-988-9113

Strategic Financial Planning: The Key to Retiring Well
Classroom Instruction on how to improve your retirement cash flow

The Full Course Consists of three 2 ½ Hour Sessions
THERE IS NO COST TO ATTEND
Tuesday Nights: April 7th, 14th and 21st
6:30pm –9:00 pm

Camden County College
1889 Rt. 70 East
Cherry Hill, NJ 08003

TOPICS INCLUDE:
-Determining how much money you may need to retire.
-Strategies for controlling health-care costs.
-Turning 401(k) and IRAs into tax efficient income in retirement.
-Understanding investment strategies and alternatives.
-Strategies for keeping Social Security off your tax return.
-Estate planning strategies for transferring assets to loved ones and charities of your choice.

Presented By:
Donald DelMonte, CFP®️, ChFC®️, APMA®️
Financial Advisor | Accredited Portfolio Management Advisor SM

Donald Del Monte II, Christopher Zardus and James Belz | Financial Advisors

ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC

TO REGISTER: Click, or copy and paste, the link below:
https://bit.ly/4bdYaXn

For more information, call 856-988-9113

Exciting news: I received the 2025 Ameriprise Client Experience Award! This recognition highlights my commitment to outstanding client care, service and personalized advice. Thank you for your support. https://bit.ly/4rcdckQ