This material is provided courtesy of Gregory Ricks & Associates and contains general information to help you understand basic financial planning strategies. Throughout the presentation, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.
 
The goal of this presentation is to expose you to ideas and financial vehicles that may help you work toward your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk including the potential loss of principal. Any references to protection benefits, safety and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
 
This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Gregory Ricks & Associates and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney before making any such purchasing decision.
 
AEWM, Gregory Ricks & Associates, David Bach, and John David Mann are not affiliated entities. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
 
At the end of the seminar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting.  There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance and/or investment products, or establishing an advisory relationship.
 
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 00574481

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