Wine & Wealth

Join us for a presentation about tax
free retirement, over a complimentary boutique wine, cheese & chocolate at DOME Financial Services, Ltd. Westerville. Event will fill up quickly, so reserve your place today by calling 614-392-4122.

Presented by
Mary Beth Knight and Robert Sly

Some of the financial product strategies
and topics that will be covered:
 Keep more of what you earn
 Maximizing your employer’s retirement plan?
 Business owners looking for alternatives to the costly retirement plans?
 Sources of retirement income
 Strategies and alternatives to a ROTH IRA