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Discover How To De-Risk Your Retirement




July 14


10:30 am - 11:30 am

Clients Excel and Local Financial Adviser David Treece Invites You To Attend a Complimentary Brunch and Learn at Eggs Up Grill 

This year has been one for the history books, and David is not so sure the stock market volatility is over. Is your portfolio prepared for more volatility?

Another big dip in the stock market may be devastating to your retirement savings and investments. But there’s way you can be ready. Discover how!

5 Keys to help ensure you have enough 

  1. Not having enough income. Learn what industry professionals recommend.
  2. The risk of the market and our current economy…
  3. The damaging impact of taxes and what to do… Do you believe taxes will go up? If so this information may aid you.
  4. Gain and understanding of the value of a comprehensive Retirement Income and Distribution Plan.
  5. PLUS: Lean what the Risk Multiplier is and how to deal with it.


Tuesday July 14th or Thursday July 16th at 10:30 AM at Eggs Up Grill – Across from Converse College

Due to social distancing these events will be limited to 8 people per event. Reservations required. 

Call 864.618.4800 or email Connect@ClientsExcel.com to reserve your spots. 

Investment advisory services offered by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Insurance and investment products may be offered at this event. Clients Excel is not permitted to offer tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the US government or any government agency.

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