Fordham Financial Services, Inc.

Surviving Retirement – September 26th Dinner
2023-09-26 18:30 - 20:30 (America/New_York) | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
You and your guests are cordially invited to join us for an informational dining experience at The 1818 Club. There is no obligation, and nothing will be sold. After the presentation, you will enjoy a fabulous, complementary, gourmet dinner.
Your host is local IRA, 401(k), wealth management, and retirement specialist, Rob Fordham. During this event, Rob will show you how to preserve your capital, maximize your income, and legally minimize taxes. At the seminar, Rob will share strategies and updates you can act upon immediately, such as:

2023 New Year financial update and actions you need to take in the coming weeks.
How will the midterm election results impact your financial future and taxes?
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.
Outliving your money in retirement is a serious and realistic concern. Find out how to protect yourself and your spouse.
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.
Unforeseen threats to your retirement and healthcare that you must be aware of this year.
What you need to know about your IRA, 401(k) and RMDs.Plus, is a Roth IRA right for you?
Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
With interest rates on the rise, there are now wealth management strategies and opportunities you need to be aware of in 2023.
Find out how you “financially compare” to your peers.

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:
(844) 930-2948 (Toll-Free, 24 Hours)
Register online HERE and enter code: LAQPUD.

Surviving Retirement – September 26th Lunch
2023-09-26 12:00 - 14:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – September 21st Dinner
2023-09-21 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – July 20th Dinner
2023-07-20 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
You and your guests are cordially invited to join us for an informational dining experience at The 1818 Club. There is no obligation, and nothing will be sold. After the presentation, you will enjoy a fabulous, complementary, gourmet dinner.
Your host is local IRA, 401(k), wealth management, and retirement specialist, Rob Fordham. During this event, Rob will show you how to preserve your capital, maximize your income, and legally minimize taxes. At the seminar, Rob will share strategies and updates you can act upon immediately, such as:

2023 New Year financial update and actions you need to take in the coming weeks.
How will the midterm election results impact your financial future and taxes?
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.
Outliving your money in retirement is a serious and realistic concern. Find out how to protect yourself and your spouse.
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.
Unforeseen threats to your retirement and healthcare that you must be aware of this year.
What you need to know about your IRA, 401(k) and RMDs.Plus, is a Roth IRA right for you?
Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
With interest rates on the rise, there are now wealth management strategies and opportunities you need to be aware of in 2023.
Find out how you “financially compare” to your peers.

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:
(833) 268-8322 (Toll-Free, 24 Hours)
Register online HERE and enter code: GUZVAJ.

Surviving Retirement – July 18th Dinner
2023-07-18 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – July 13th Dinner
2023-07-13 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – July 13th Lunch
2023-07-13 12:00 - 14:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – May 16th Dinner
2023-05-16 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – May 11th Dinner
2023-05-11 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – May 11th Lunch
2023-05-11 12:00 - 14:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – May 9th Dinner
2023-05-09 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement – April 4th Dinner
2023-04-04 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
You and your guests are cordially invited to join us for an informational dining experience at The 1818 Club. There is no obligation, and nothing will be sold. After the presentation, you will enjoy a fabulous, complementary, gourmet dinner.
Your host is local IRA, 401(k), wealth management, and retirement specialist, Rob Fordham. During this event, Rob will show you how to preserve your capital, maximize your income, and legally minimize taxes. At the seminar, Rob will share strategies and updates you can act upon immediately, such as:

2023 New Year financial update and actions you need to take in the coming weeks.
How will the midterm election results impact your financial future and taxes?
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.
Outliving your money in retirement is a serious and realistic concern. Find out how to protect yourself and your spouse.
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.
Unforeseen threats to your retirement and healthcare that you must be aware of this year.
What you need to know about your IRA, 401(k) and RMDs.Plus, is a Roth IRA right for you?
Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
With interest rates on the rise, there are now wealth management strategies and opportunities you need to be aware of in 2023.
Find out how you “financially compare” to your peers.

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:
(844) 668-2903 (Toll-Free, 24 Hours)
Register online HERE and enter code: YUZFET.

Surviving Retirement – March 30th Dinner
2023-03-30 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement - March 30th Lunch
2023-03-30 12:00 - 14:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement - March 28th Dinner
2023-03-28 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

2022 Economic Outlook – August 24th Dinner
2022-08-24 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
If you are retired or nearing retirement, timing is everything. Another big drop in the market could be devastating to your retirement plan and lifestyle. It’s time to get prepared.
You and your spouse or guests are invited to join local retirement planning specialist, Rob Fordham, for an informative event especially for retirees and those retiring soon. You will learn some of the very latest retirement planning strategies to help you protect your assets, pay less in taxes and take control of your financial future – even in these uncertain times.
Topics we will cover:

Investors are bracing for a potential 2022 market sell off. How should you be positioned for maximum protection?
How to protect yourself against future drops in the market without completely sacrificing the chance to grow your money now.
Five of the biggest risks to a secure retirement – and how to overcome them.
Traditional “safe” havens for retirement savings such as money-market funds, government bonds and CDs are yielding after-tax returns barely above inflation. You’ll discover better options.
Learn how you can create a safe and secure stream of ‘retirement paychecks’ that are guaranteed for your life – and your spouse’s life through the use of fixed annuities.
Why your IRA/401(k) is a potential tax disaster – and what you can do about it.
How various Social Security claiming strategies can affect your lifetime benefits by thousands of dollars.
The new SECURE Act 2.0 proposals and what it could mean to your retirement and legacy planning.
Bonus Topic: The 2022 Economic Outlook.

This is a terrific opportunity to get a better grasp of retirement planning and enjoy a superb complimentary, no-obligation meal.
RSVP by calling us at (833) 991-1805 or registering online HERE and enter code LESFAK. Dinner or lunch will be served.

2022 Economic Outlook - August 18th Dinner
2022-08-18 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

2022 Economic Outlook - August 18th Lunch
2022-08-18 12:00 - 14:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

2022 Economic Outlook - August 16th Dinner
2022-08-16 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement & The 7 Financial Roadblocks – April 13th Lunch
2022-04-13 11:30 - 13:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
Learning how to avoid common retirement mistakes and obstacles may be your best investment. You and your guests are cordially invited to a complimentary, no obligation event. You will learn strategies designed to help you avoid financial roadblocks in retirement. These events are by invitation only and seating is limited, so please RSVP today to reserve your seats.

Taxes: You’re being asked to “shoulder the burden” of the new administration’s “vision for America.” Learn the actions you need to take now to potentially avoid this tax tsunami.
Inflation: The price tag of “Biden’s America” is unknown but “riding it out” may be a costly decision. How will America’s debt and deficit likely impact your retirement?
Your Income: The stock market is very top heavy… and history tends to repeat itself. Find out how you can protect your nest-egg from the next crash.
Running out of Money: Your retirement could last 20-30 years – learn how much you may want to withdraw each year.
Social Security: Learn how to optimize this key component in your retirement lifestyle.
Healthcare: How to turn your healthcare into wealthcare, and is long-term care something you should be concerned about?
Estate Planning: If you own a home and have assets, you need an estate plan – wills vs. trusts and how to avoid probate and the impact of the new SECURE Act.

Retirement has many twists and turns, so if you have an IRA, 401(k) or other investment accounts, don’t miss this opportunity to get a free roadmap for your financial future.
RSVP by calling us at (833) 766-5410 or registering online HERE and enter code RUZMEK. Dinner or lunch will be served.

Surviving Retirement & The 7 Financial Roadblocks – April 12th Dinner
2022-04-12 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement & The 7 Financial Roadblocks – April 7th Dinner
2022-04-07 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement & The 7 Financial Roadblocks – February 17th Lunch
2022-02-17 11:30 - 13:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
Learning how to avoid common retirement mistakes and obstacles may be your best investment. You and your guests are cordially invited to a complimentary, no obligation event. You will learn strategies designed to help you avoid financial roadblocks in retirement. These events are by invitation only and seating is limited, so please RSVP today to reserve your seats.

Taxes: You’re being asked to “shoulder the burden” of the new administration’s “vision for America.” Learn the actions you need to take now to potentially avoid this tax tsunami.
Inflation: The price tag of “Biden’s America” is unknown but “riding it out” may be a costly decision. How will America’s debt and deficit likely impact your retirement?
Your Income: The stock market is very top heavy… and history tends to repeat itself. Find out how you can protect your nest-egg from the next crash.
Running out of Money: Your retirement could last 20-30 years – learn how much you may want to withdraw each year.
Social Security: Learn how to optimize this key component in your retirement lifestyle.
Healthcare: How to turn your healthcare into wealthcare, and is long-term care something you should be concerned about?
Estate Planning: If you own a home and have assets, you need an estate plan – wills vs. trusts and how to avoid probate and the impact of the new SECURE Act.

Retirement has many twists and turns, so if you have an IRA, 401(k) or other investment accounts, don’t miss this opportunity to get a free roadmap for your financial future.
RSVP by calling us at (770) 736-6854. Lunch will be served.

Surviving Retirement & The 7 Financial Roadblocks – February 15th Lunch
2022-02-15 11:30 - 13:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Surviving Retirement & The 7 Financial Roadblocks – July 27th Dinner
2021-07-27 18:30 - 20:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
Learning how to avoid common retirement mistakes and obstacles may be your best investment.
You and your guests are cordially invited to a complimentary, no obligation event. You will learn strategies designed to help you avoid financial roadblocks in retirement. These events are by invitation only and seating is limited, so please RSVP today to reserve your seats.

Taxes: You’re being asked to “shoulder the burden” of the new administration’s “vision for America.” Learn the actions you need to take now to potentially avoid this tax tsunami.
Inflation: The price tag of “Biden’s America” is unknown but “riding it out” may be a costly decision. How will America’s debt and deficit likely impact your retirement?
Your Income: The stock market is very top heavy… and history tends to repeat itself. Find out how you can protect your nest-egg from the next crash.
Running out of Money: Your retirement could last 20-30 years – learn how much you may want to withdraw each year.
Social Security: Learn how to optimize this key component in your retirement lifestyle.
Healthcare: How to turn your healthcare into wealthcare, and is long-term care something you should be concerned about?
Estate Planning: If you own a home and have assets, you need an estate plan – wills vs. trusts and how to avoid probate and the impact of the new SECURE Act.

Retirement has many twists and turns, so if you have an IRA, 401(k) or other investment accounts, don’t miss this opportunity to get a free roadmap for your financial future.
RSVP by calling our 24 hour reservation line at (855) 910-7422 or register online at http://www.youRSVP.com and enter code: JUKGEX. Dinner will be served.

Surviving Retirement & The 7 Financial Roadblocks - July 22nd Dinner
2021-07-22 18:30 - 20:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Seven Retirement Roadblocks – May 18th Dinner
2021-05-18 18:00 - 20:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States
This eye-opening and enlightening workshop is jam-packed with intrigue and insight into what actions and decisions you need to make now and in the weeks to come.
You and your guests are invited to this complimentary lunch/dinner seminar hosted by Rob Fordham CFP®, CPA, MBA, a local retirement and tax planning specialist. During this event, Rob will reveal the strategies and techniques for preserving your capital, legally averting taxes, and creating safer income despite a volatile market.
Advanced Discussion Topics:

Longevity Risk
Inflation Risk
Sequence of Returns Risk
Withdrawal Rate Risk
Social Security Risk
Healthcare Risk
Taxation Risk

Additional Topic:

How the Biden Administration will impact your retirement and the steps you should be taking right now before changes occur.

Please make a reservation ASAP since seating is limited. RSVP here, or call Rob at (770) 736-6854.

Seven Retirement Roadblocks – May 11th Dinner
2021-05-11 18:00 - 20:00 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

Retiring in Biden’s America – March 25th Dinner
2021-03-25 17:30 - 19:30 | Fordham Financial Services, Inc., 3100 Five Forks Trickum Road SW Suite 701, Lilburn, GA, 30047, United States
Learn how the Biden Administration may affect your retirement. This eye-opening and enlightening workshop is jam-packed with intrigue and insight into what actions and decisions you need to make now and in the weeks to come. You and your guests are invited to this complimentary lunch/dinner seminar hosted by Rob Fordham CFP®, CPA, MBA, a local retirement and tax planning specialist. During this event, Rob will reveal the strategies and techniques for preserving your capital, legally averting taxes, and creating safer income despite a volatile market.
Advanced Discussion Topics:

How to survive and thrive in the Biden Administration.
What are the 3 biggest “power plays” you need to make in the coming weeks and months.
The new Secure Act and what it could mean to your retirement and legacy planning.
Learn how you can create a safe and secure stream of “retirement paychecks” that are guaranteed for you and your spouse’s life.
Bonus Topic: The 2021 Economic Outlook.

Plus! How a Baby Boomer named “You” became a raving, retirement success story by simply getting educated and knowing the options and opportunities available.
The time is now, and now is the time to act and RSVP today! Please make a reservation ASAP since seating is limited. RSVP here, or call Rob at (770) 736-6854.

Retiring in Biden’s America – March 23rd Dinner
2021-03-23 17:30 - 19:30 | Fordham Financial Services, Inc., 3100 Five Forks Trickum Road SW Suite 701, Lilburn, GA, 30047, United States
