90% of Women 
will be
for their 
retirement finances

This workshop is extremely popular and SEATING IS LIMITED. Reservations and confirmations are required.

The 5 Things
Women NEED from their financial professional.
Many women feel like their financial professionals don’t listen to them
Register Today!

Here’s what you’ll learn:

About your host

Get prepared at this COMPLIMENTARY event:

  • Learn the importance of an income plan that works regardless of life changes.

  • Discover ways to identify and potentially reduce the risk of running out of income in retirement.

  • Understand Social Security pitfalls to avoid and how to maximize hard-earned benefits.

  • Identify sources of income and strategies to help ensure running out of money is not an option.

  • Understand the importance of a legacy plan designed to help ensure the IRS isn't the largest beneficiary when your spouse dies.

Event Details

Wednesday, February 19th

- or -

Thursday, February 20th

Register Today!

Cypress Creek Campus

1555 Cypress Creek Rd.
Cedar Park, TX 78613

1555 Cypress Creek Rd.
Cedar Park, TX 78613

Cypress Creek Campus

Whether you’re single, married, divorced or widowed
This is a must attend event for women in the Cedar Park area!

How to avoid
the built-in tax hike women will experience if they outlive their husbands.
5 reasons
retirement planning is different for women.
What women
need to know about Social Security (survivor/spousal benefits).
What married women
need to know about retirement NOW if they anticipate outliving their spouse. 
Eric Ogren joined the Financial Planning services at Tandem Trust Financial in 2018. His training included direct interaction with founder and president, John Berlet, a forty year licensed agent and long-time friend. Eric had been attending workshops and seminars, reading, studying and looking for the right model and message, when he came across the Inspiring Women seminar content. The content within Inspiring Women is exactly what he had been looking for. The message Eric will be delivering is one in which he has experience, and believes should be addressed in every household in America.

Eric Ogren

Register Today!
512-650-2653 • sue@tandemtrustfinancial.com • 18604 FM 1431, Jonestown, TX 78645
John R. Berlet, President
Certified Financial Fiduciary
Ed Slott Elite IRA Advisor

Only 20% feel prepared


we hear you

Ready to be inspired?

Register Today!

90% of Women will eventually be
for their household finances

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This is not a part of the Facebook website and is not endorsed by Facebook, Inc.. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. This workshop and insurance sales presentation is strictly informational. Not sponsored by or in any way affiliated with the venue where the event is being held or any governmental agency. No specific products will be promoted; however, you will be offered an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Tandem Trust Financial are not affiliated companies. 477282
*Allianz Life. May 2016. “The Allianz Women, Money and Power Study: Empowered and Underserved.” P.3.  Accessed June 22, 2018 
https://www.allianzlife.com/-/media/files/Allianz/documents/ent_1462_n. pdf
**Prudential. “2014-2015 Research Study; Financial Experience & Behaviors Among Women.” P.3 Accessed June 22, 2018