Join Us for a Retirement & Social Security Seminar
Retirement comes with important decisions. Join us for a relaxed, no-pressure evening of clear answers about retirement income, Social Security, and planning for the future. Bring your questions and leave with greater clarity.
October 28, 2026
Your Retirement Deserves Clear Answers.
Planning for retirement doesn't have to feel overwhelming. Understanding your income options, Social Security decisions, and potential financial challenges can help you approach the next chapter of life with greater confidence.
This complimentary educational seminar is designed to simplify important topics and provide practical information you can use when considering your retirement decisions.
Leave With Clear Answers.
Explore some of the most important questions surrounding retirement, income planning, and preparing for a secure financial future.
Turning Savings Into Retirement Income
Learn about strategies for turning the savings you've worked hard to accumulate into an income plan designed to support your retirement lifestyle and long-term goals.
Avoiding Common Retirement Mistakes
Discover some of the financial planning mistakes retirees commonly encounter and understand the questions worth considering before making important decisions.
Asking the Right Questions
Gain a clearer understanding of the questions to ask about Social Security, retirement income, and your financial options before deciding which direction is right for you.
Retirement Is Closer Than You Think.
Whether retirement is approaching or you've already entered this exciting new chapter, understanding your financial choices is an important part of planning ahead.
Bring Your Questions. Bring Your Partner.
This is your opportunity to learn in a comfortable, no-pressure setting. You don't need to be a financial expert, and there are no complicated prerequisites. Just come ready to learn, listen, and ask questions.
Save Your Free Seat →What We Will Cover.
An enjoyable educational experience focused on helping you better understand your retirement choices.
Welcome
Settle in, meet your host and the other guests, and get comfortable before the presentation begins.
The Main Talk
Clear, practical guidance presented in everyday language, covering key retirement and Social Security considerations with time to think things through.
Your Questions
Ask anything. No question is too small. This is a no-pressure educational event focused on information, not a sales presentation.
Your Next Chapter Starts With Better Information.
Join Financial Investment Services for a complimentary Retirement and Social Security Seminar. Come with questions, explore your options, and take another step toward planning your retirement with confidence.
Register Now – It's Free →Survive and Thrive in Retirement
2350 Metairie Rd, Metairie, LA 70001
About Financial Investment Services & Your Presenter
Financial Investment Services (F.I.S.) — owned and operated by Donna McElroy in Metairie, Louisiana for 20+ years.
Donna is a Retirement Protection Specialist who builds lasting relationships with each client — because you are as important as your money. She’s reinvented what a retirement advisor can be, helping people who are preparing for retirement and those already retired.
Her mission is simple: keep your money safe, help you create your own pension-like income with guarantees designed so you never outlive your money. At FIS, investing is more than just finances.
What You’ll Learn
You and your spouse or guest are cordially invited to an informational event for area residents who are retired or nearing retirement. This informative and entertaining program is absolutely free. There is no obligation, and nothing will be sold. Donna will reveal timely strategies to help you preserve capital, generate income, decrease risk, and reduce your tax burden.
Retiring Today
- ✓The “old” retirement vs. today’s retirement
- ✓How to create a clear vision for retirement that can lead to less stress and more happiness
Tax Rate Risk
- ✓Why experts say tax rates could rise — and what that means for you
- ✓The “Catch-22” of 401(k)s and IRAs and how lost deductions impact retirement
- ✓How rising taxes may affect retirement cash flow
Retirement Income Planning
- ✓The three basic retirement account types
- ✓Tax-deferred vs. tax-free: what’s better for you?
- ✓Defining a “true” tax-free investment; when a Roth conversion makes sense
- ✓How IRAs and 401(k)s can cause Social Security taxation — and ways to reduce or eliminate it
Maximizing Social Security
- ✓Causes of Social Security taxation & key thresholds
- ✓The real cost of Social Security taxation
- ✓Strategies for elimination and maximization
Retirement Distribution Pitfalls
- ✓New “rate of withdrawal” rules and why they matter
- ✓How to avoid running out of money in retirement
- ✓Sequence-of-returns risk and liquidation order
Why Losses in Retirement Matter
- ✓Impact of market downturns in the distribution phase
- ✓Whether “buy and hold” still fits your retirement plan
- ✓Safeguards against two key types of investment risk and real diversification
Event Snapshot
- ✓Free educational event — nothing will be sold
- ✓Ideal for retirees & pre-retirees
- ✓Actionable strategies you can use right away
- ✓Bring your spouse or a guest