Fordham Financial Services, Inc.

Surviving Retirement – April 9th Dinner
2024-04-09 18:30 - 20:30 (America/New_York) | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
This year is shaping up to be a pendulum swinging ride for retirees. It’s an election year. There’s a looming recession. Washington DC is broken. There’s continuing inflation, interest rates are at a 22 year high, and Georgia has passed major tax reform for individuals. The good news is if you are informed and educated you may be able to swing things in your favor and take advantage of some very favorable circumstances.
You and your guests are cordially invited to a complimentary dinner seminar, hosted by retirement and tax specialist, Robert Fordham, CFP®, CPA, MBA. During this eye-opening and enlightening event you will discover where to look, and how to find the opportunities during these favorable times. Plus, you’ll learn how to avoid some major pitfalls and overcome some huge financial hurdles.

For 2024 Georgia has passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
It’s a Presidential election year! In the coming months, the financial choices you make, and the strategies you put in place, may very well impact your retirement – for years to come.
How you can stay comfortable and protected from the looming recession.
Traditional “safe havens” like savings, CDs, bonds, and money market accounts are generating income well below the rate of inflation. Discover risk-free solutions to drive more guaranteed income.
How to maximize your Social Security benefits; the difference can be up to $100,000 for a single person and $400,000 for a couple.
With interest rates at 22 year highs there are now wealth management strategies, and opportunities you need to be aware of for 2024.
Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
Bonus Topic: How to take control of your retirement and feel confident and empowered with your most important financial decisions.

Don’t miss this event if you have an IRA, 40l(k), TSP, 403(b) or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(888) 997-2420 (Toll-Free, 24 Hours)
Register online HERE and enter code: BABTUH.

Surviving Retirement – June 4th Dinner
2024-06-04 18:30 - 20:30
This year is shaping up to be a pendulum swinging ride for retirees. It’s an election year. There’s a looming recession. Washington DC is broken. There’s continuing inflation, interest rates are at a 22 year high, and Georgia has passed major tax reform for individuals. The good news is if you are informed and educated you may be able to swing things in your favor and take advantage of some very favorable circumstances.
You and your guests are cordially invited to a complimentary dinner seminar, hosted by retirement and tax specialist, Robert Fordham, CFP®, CPA, MBA. During this eye-opening and enlightening event you will discover where to look, and how to find the opportunities during these favorable times. Plus, you’ll learn how to avoid some major pitfalls and overcome some huge financial hurdles.

For 2024 Georgia has passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
It’s a Presidential election year! In the coming months, the financial choices you make, and the strategies you put in place, may very well impact your retirement – for years to come.
How you can stay comfortable and protected from the looming recession.
Traditional “safe havens” like savings, CDs, bonds, and money market accounts are generating income well below the rate of inflation. Discover risk-free solutions to drive more guaranteed income.
How to maximize your Social Security benefits; the difference can be up to $100,000 for a single person and $400,000 for a couple.
With interest rates at 22 year highs there are now wealth management strategies, and opportunities you need to be aware of for 2024.
Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
Bonus Topic: How to take control of your retirement and feel confident and empowered with your most important financial decisions.

Don’t miss this event if you have an IRA, 40l(k), TSP, 403(b) or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(888) 997-2420 (Toll-Free, 24 Hours)
Register online HERE and enter code: HEMXER.

Surviving Retirement – June 6th Lunch
2024-06-06 12:00 - 14:00

Surviving Retirement – June 6th Dinner
2024-06-06 18:30 - 20:30

Surviving Retirement – June 11th Dinner
2024-06-11 18:30 - 20:30

Surviving Retirement – July 9th Dinner
2024-07-09 18:30 - 20:30

Surviving Retirement – July 11th Lunch
2024-07-11 12:00 - 14:00

Surviving Retirement – July 11th Dinner
2024-07-11 18:30 - 20:30

Surviving Retirement – July 16th Dinner
2024-07-16 18:30 - 20:30

Surviving Retirement – September 10th Dinner
2024-09-10 18:30 - 20:30
This year is shaping up to be a pendulum swinging ride for retirees. It’s an election year. There’s a looming recession. Washington DC is broken. There’s continuing inflation, interest rates are at a 22 year high, and Georgia has passed major tax reform for individuals. The good news is if you are informed and educated you may be able to swing things in your favor and take advantage of some very favorable circumstances.
You and your guests are cordially invited to a complimentary dinner seminar, hosted by retirement and tax specialist, Robert Fordham, CFP®, CPA, MBA. During this eye-opening and enlightening event you will discover where to look, and how to find the opportunities during these favorable times. Plus, you’ll learn how to avoid some major pitfalls and overcome some huge financial hurdles.

For 2024 Georgia has passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
It’s a Presidential election year! In the coming months, the financial choices you make, and the strategies you put in place, may very well impact your retirement – for years to come.
How you can stay comfortable and protected from the looming recession.
Traditional “safe havens” like savings, CDs, bonds, and money market accounts are generating income well below the rate of inflation. Discover risk-free solutions to drive more guaranteed income.
How to maximize your Social Security benefits; the difference can be up to $100,000 for a single person and $400,000 for a couple.
With interest rates at 22 year highs there are now wealth management strategies, and opportunities you need to be aware of for 2024.
Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
Bonus Topic: How to take control of your retirement and feel confident and empowered with your most important financial decisions.

Don’t miss this event if you have an IRA, 40l(k), TSP, 403(b) or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(888) 997-2420 (Toll-Free, 24 Hours)
Register online HERE and enter code: CEVDAV.

Surviving Retirement – September 12th Lunch
2024-09-12 08:00 - 12:00

Surviving Retirement – September 12th Dinner
2024-09-12 18:30 - 20:30

Surviving Retirement – September 17th Dinner
2024-09-17 18:30 - 20:30

Surviving Retirement – October 22nd Dinner
2024-10-22 18:30 - 20:30
This year is shaping up to be a pendulum swinging ride for retirees. It’s an election year. There’s a looming recession. Washington DC is broken. There’s continuing inflation, interest rates are at a 22 year high, and Georgia has passed major tax reform for individuals. The good news is if you are informed and educated you may be able to swing things in your favor and take advantage of some very favorable circumstances.
You and your guests are cordially invited to a complimentary dinner seminar, hosted by retirement and tax specialist, Robert Fordham, CFP®, CPA, MBA. During this eye-opening and enlightening event you will discover where to look, and how to find the opportunities during these favorable times. Plus, you’ll learn how to avoid some major pitfalls and overcome some huge financial hurdles.

For 2024 Georgia has passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
It’s a Presidential election year! In the coming months, the financial choices you make, and the strategies you put in place, may very well impact your retirement – for years to come.
How you can stay comfortable and protected from the looming recession.
Traditional “safe havens” like savings, CDs, bonds, and money market accounts are generating income well below the rate of inflation. Discover risk-free solutions to drive more guaranteed income.
How to maximize your Social Security benefits; the difference can be up to $100,000 for a single person and $400,000 for a couple.
With interest rates at 22 year highs there are now wealth management strategies, and opportunities you need to be aware of for 2024.
Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
Bonus Topic: How to take control of your retirement and feel confident and empowered with your most important financial decisions.

Don’t miss this event if you have an IRA, 40l(k), TSP, 403(b) or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(888) 997-2420 (Toll-Free, 24 Hours)
Register online HERE and enter code: MASPEN.

Surviving Retirement – October 23rd Dinner
2024-10-23 18:30 - 20:30

Surviving Retirement – October 24th Dinner
2024-10-24 18:30 - 20:30

Surviving Retirement – October 30th Dinner
2024-10-30 18:30 - 20:30

RETIRING IN TRUMP’S AMERICA 2.0 - January 14th Dinner
2025-01-14 18:30 - 20:30
Everything’s on the table: Tax policy changes, Social Security, Medicare, Obamacare, tariffs. There’s a big shake-up coming and it could have a huge impact on you, your retirement, and your loved ones.
The good news is you have options: you and a guest are invited to join us for a free educational seminar. Your host for this enlightening and engaging event is nationally recognized speaker, retirement and tax professional, Robert “Rob” Fordham, CFP®, CPA, MBA. Rob will share his unmatched knowledge, insight, and vision for the future, and show you time-tested strategies and proven techniques you can act on immediately, such as:

In 2024 Georgia passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
Many of the experts are predicting a volatile and turbulent stock market in 2025, why now may be the best time to secure your gains, before the next big drop.
How to avoid paying more than your fair share in taxes if Trump’s tax cuts expire at the end of this year.
With inflation and interest rates falling, now may be the time to “lock in” and maximize your income for the rest of your life.
What impact will Trump’s new laws have on Social Security and Medicare. The difference could be $100,000 for a single and up to $400,000 for a couple.
Wills vs. trusts and how to avoid probate, many are unaware that if you own a home and have even minimal assets you may need an estate plan.
Now may be the best time to explore your tax-saving options – before taxes go up.
Identify the 3 most important steps to take NOW, before the next bear market hits.
Bonus Topic: How to take control of your retirement and your income with wealth management strategies for today’s turbulent times

Don’t miss this event if you own an IRA, 401(k), TSP, 403(b), annuity or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(888) 997-2420 (Toll-Free, 24 Hours)
Register online HERE and enter code: NEGYAT.

RETIRING IN TRUMP’S AMERICA 2.0 - January 15th Lunch
2025-01-15 12:00 - 14:00

RETIRING IN TRUMP’S AMERICA 2.0 – January 15th Dinner
2025-01-15 18:30 - 20:30

RETIRING IN TRUMP’S AMERICA 2.0 – January 16th Dinner
2025-01-16 18:30 - 20:30

RETIRING IN TRUMP’S AMERICA 2.0 – January 21st Dinner
2025-01-21 18:30 - 20:30

RETIRING IN TRUMP’S AMERICA 2.0 – March 18th Dinner
2025-03-18 18:30 - 20:30
Everything’s on the table: Tax policy changes, Social Security, Medicare, Obamacare, tariffs. There’s a big shake-up coming and it could have a huge impact on you, your retirement, and your loved ones.
The good news is you have options: you and a guest are invited to join us for a free educational seminar. Your host for this enlightening and engaging event is nationally recognized speaker, retirement and tax professional, Robert “Rob” Fordham, CFP®, CPA, MBA. Rob will share his unmatched knowledge, insight, and vision for the future, and show you time-tested strategies and proven techniques you can act on immediately, such as:

In 2024 Georgia passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
Many of the experts are predicting a volatile and turbulent stock market in 2025, why now may be the best time to secure your gains, before the next big drop.
How to avoid paying more than your fair share in taxes if Trump’s tax cuts expire at the end of this year.
With inflation and interest rates falling, now may be the time to “lock in” and maximize your income for the rest of your life.
What impact will Trump’s new laws have on Social Security and Medicare. The difference could be $100,000 for a single and up to $400,000 for a couple.
Wills vs. trusts and how to avoid probate, many are unaware that if you own a home and have even minimal assets you may need an estate plan.
Now may be the best time to explore your tax-saving options – before taxes go up.
Identify the 3 most important steps to take NOW, before the next bear market hits.
Bonus Topic: How to take control of your retirement and your income with wealth management strategies for today’s turbulent times

Don’t miss this event if you own an IRA, 401(k), TSP, 403(b), annuity or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(888) 997-2420 (Toll-Free, 24 Hours)
Register online HERE and enter code: VUWKAZ.

RETIRING IN TRUMP’S AMERICA 2.0 – March 20th Lunch
2025-03-20 12:00 - 14:00

RETIRING IN TRUMP’S AMERICA 2.0 – March 20th Dinner
2025-03-20 18:30 - 20:30

RETIRING IN TRUMP’S AMERICA 2.0 – March 25th Dinner
2025-03-25 18:30 - 20:30

RETIRING IN TRUMP’S AMERICA 2.0 – May 6th Dinner
2025-05-06 18:30 - 20:30
Everything’s on the table: Tax policy changes, Social Security, Medicare, Obamacare, tariffs. There’s a big shake-up coming and it could have a huge impact on you, your retirement, and your loved ones.
The good news is you have options: you and a guest are invited to join us for a free educational seminar. Your host for this enlightening and engaging event is nationally recognized speaker, retirement and tax professional, Robert “Rob” Fordham, CFP®, CPA, MBA. Rob will share his unmatched knowledge, insight, and vision for the future, and show you time-tested strategies and proven techniques you can act on immediately, such as:

In 2024 Georgia passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
Many of the experts are predicting a volatile and turbulent stock market in 2025, why now may be the best time to secure your gains, before the next big drop.
How to avoid paying more than your fair share in taxes if Trump’s tax cuts expire at the end of this year.
With inflation and interest rates falling, now may be the time to “lock in” and maximize your income for the rest of your life.
What impact will Trump’s new laws have on Social Security and Medicare. The difference could be $100,000 for a single and up to $400,000 for a couple.
Wills vs. trusts and how to avoid probate, many are unaware that if you own a home and have even minimal assets you may need an estate plan.
Now may be the best time to explore your tax-saving options – before taxes go up.
Identify the 3 most important steps to take NOW, before the next bear market hits.
Bonus Topic: How to take control of your retirement and your income with wealth management strategies for today’s turbulent times

Don’t miss this event if you own an IRA, 401(k), TSP, 403(b), annuity or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(888) 997-2420 (Toll-Free, 24 Hours)
Register online HERE and enter code: DEZRUZ.

RETIRING IN TRUMP’S AMERICA 2.0 – May 8th Lunch
2025-05-08 12:00 - 14:00

RETIRING IN TRUMP’S AMERICA 2.0 – May 8th Dinner
2025-05-08 18:30 - 20:30

RETIRING IN TRUMP’S AMERICA 2.0 – May 13th Dinner
2025-05-13 18:30 - 20:30
