Fordham Financial Services, Inc.

Surviving Retirement – February 29th Lunch
2024-02-29 12:00 - 14:00 (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: SUMXEF.

Surviving Retirement – February 27th Dinner
2024-02-27 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

8th Annual Fordham Financial Services, Inc. Golf Tournament
2023-10-19 07:30 - 15:00 | Reunion Country Club, 5615 Grand Reunion Drive, Hoschton, GA, 30548, United States
Scan the QR code or click HERE to register for the golf tournament.
This year’s golf tournament will feature celebrity guest Darrel Chaney. Darrel is a former professional baseball player for the Cincinnati Reds and Atlanta Braves. He played in three World Series with the Reds in 1970 and 1972 and was on the World Series-winning team of 1975. Following the World Series win, he was traded to the Braves and remained a part of the team through the 1979 season. He continued his relationship with the Braves as a television and radio announcer. Darrel will be speaking after the tournament, as well as signing autographs for charity.

Surviving Retirement – September 28th Dinner
2023-09-28 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) 930-2948 (Toll-Free, 24 Hours)
Register online HERE and enter code: LAQPUD.

Surviving Retirement – September 26th Dinner
2023-09-26 18:30 - 20:30 | The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA, 30097, United States

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
