UPCOMING WORKSHOP:
Retirement on Your Terms: The New Freedom
Guiding you step-by-step toward greater financial efficiency.
Wednesday, June 24th | 6-7:30pm
RE/MAX Bldg | 1290 Broadcasting Rd, Wyomissing, PA
An interactive workshop designed to help you rethink retirement and build a plan with clarity and intention.
A complimentary dinner, catered by Cloud Nine, will be provided at 6pm with the workshop to follow.
Exploring Common Retirement Beliefs
Most people don’t plan their retirement. They drift into it.
We will be discussing common retirement beliefs that could be holding you back from making the right choices for your future. Do any of these beliefs sound familiar to you?
Will your retirement be something that happens to you?
Or something you design with intention?
How You’ll Benefit
In this workshop, you will discover:
Why the biggest retirement risks aren’t market crashes
How your money scripts influence your financial decisions
The truth about retirement spending
How to rethink your strategy for today’s world
A clearer path to building retirement on your terms
Reserve Your Spot Now
Take the first step toward retirement on your terms.
Wednesday, June 24th | 6-7:30pm
RE/MAX Bldg | 1290 Broadcasting Rd, Wyomissing, PA
An interactive workshop designed to help you rethink retirement and build a plan with clarity and intention.
A complimentary dinner, catered by Cloud Nine, will be provided at 6pm with the workshop to follow.
HOSTED BY:
Jeffrey Bingham
CFP®, CLU®, CASL®

“I help individuals and families move from financial uncertainty to clarity and confidence by aligning their money with their goals and values.“

Park Avenue Securities Form CRS
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2025 FMG Suite.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667) 318-0801. PAS is a wholly owned subsidiary of Guardian. Holistic Financial Services is not an affiliate or subsidiary of PAS or Guardian. All investments contain risk and may lose value. No investment strategy can ensure security, assure profit, or guarantee against loss.
Important Disclosures | Privacy Policy | Terms and Conditions of Use