Do you have questions or concerns regarding your future Aramco retirement and the planning involved?
Please join Frank Reilly, President of Reilly Financial Advisors, Mark Shane, Vice President of Reilly Financial Advisors, and Nate Nieri, CFP®, Director of Financial Planning, for a special presentation regarding how financial planning can enhance Aramco retirement benefits. The presentation will cover topics including:
- Helping you understand all of the benefits available to you, and promote a fuller understanding, and use, of those benefits
- How all of your accounts work – accessing money and tax considerations
- Discussing unique savings and tax strategies that the Aramco Saving Plan offers, which are not available through more traditional retirement plans
- Matching appropriate investment strategies to your unique circumstances and goals
- Top decisions you need to make when beginning at Aramco, while at Aramco, and at retirement
- Focusing on assisting you with the personal and financial transition that follows retirement (or other departure) from Aramco
Event details are as follows:
Tandoori House Dhahran (Aramco)
Wednesday, February 22, 2017
Presentation Starts at 6:00 PM
Appetizers and Refreshments will be served.
Please RSVP to Mark Shane as seating is limited to 50 and is on a first come, first serve basis:
Thank you and we hope to see you there!
The Team at Reilly Financial Advisors