Your Pathway to Success

Upcoming Exemplar Events

At Exemplar, we strive to provide interesting, educational events for our clients and friends. We hope you will consider attending one of the events listed below.

Preparing for Retirement

Presented by Dave Trowbridge

When: Thursday, August 31, 2017, 6:00pm

Where: Exemplar’s Crystal Lake office, 413 E. Terra Cotta Ave., Crystal Lake, IL 60014

Will you ever be able to retire? When you do, will you be able to do things you want? How do you know you have saved enough? How do you know you have invested your savings the right way?

If you are like most people, you might be concerned about maintaining a lifestyle you dream of in retirement. Be prepared so you don't come up short when it really counts!

At this seminar, Exemplar Financial Advisor, David Trowbridge will discuss:

  • How investment strategies differ for individuals in their 20s, 40s or 60s
  • The 3 key asset classes every investment portfolio should include
  • Review sample portfolios based on specific investor goals
  • The trade-off between risk and return on investments
  • Important considerations when choosing investment assets

Our space is limited so please RSVP by August 25th.

Register Now

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