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| With unrelenting passion, RTD's mission is to help our clients achieve financial freedom so they may experience balanced and fulfilling lives. |
Most adults over age 65 want to stay in their current homes as they age. However, realistic planning and the necessary conversations surrounding these logistics are often neglected. We encourage you to view aging in place planning as an opportunity; you are planning on how to live your life.
Organizing your papers, assessing your home, and identifying support are part of a three step process to help you plan for aging in place.
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Take Your Daughter
to Work Day
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Rich Durso, Director of Financial Planning at RTD, and his daughters, Isabella (9) and Madelynn (7) rode the train into Philadelphia on April 26th for Take Your Daughter to Work Day!
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Announcing Nicole Offerman,
Retirement Plans Consultant
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We are pleased to announce Nicole Offerman has joined the RTD family. Nicole brings 10 years of pension advisory and consulting experience to our Retirement Plan team. Click here for the full announcement.
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Aging Well Series
As we and our loved ones age, we encounter issues, situations, and challenges that are totally new to us. Where do we go for answers? What resources and providers are available, and how do we assess them? What haven't we thought of?
RTD is launching a series of webinars focused on "Aging Well" designed to equip you in this transition.
| May 2nd - Medicare |
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| June 6th - Early Planning and Preparation |
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| July 25th - Housing Options for an Aging Population |
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August 8th - Managing Long-Term Care Costs
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Click Here to Register
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September 12th - Recognizing & Preventing Elder Abuse
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All webinars occur at 12:00 PM EST
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CFP®, AIF®, CPC, etc. - What and Why?
Team RTD dedicates significant time and resources to achieve and maintain over 40 collective designations. In fact, "Competence and Continuing Education" is an essential component of ou
r Core Values.
Why should this matter to our clients? Because they care. They care about placing their trust and confidence in a firm committed to a standard of excellence. They care about engaging with a team of professionals passionate about helping clients experience the freedom that comes with financial wellness. They care that our first Core Value is not about us - "Clients Interests Always Come First!"
Click Here
to Learn More About Our Designations
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Real Men Wear Pink Philly Golf Outing
Rich Durso s
erves on the board of the American Cancer Society. He is planning
a golf outing, in
detection and prevention, innovative breast cancer research, and patient support. Please consider joining us! which all profits
help the American Cancer Society save lives from breast cancer through early
Date: Monday, September 10, 2018
Time: Lunch at 12:00 PM,
Shotgun Start at 1:00 PM,
Followed by a Happy Hour and Buffet Dinner
Location: LuLu Country Club
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Small Business Best Practices Symposium 2018
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RTD is sponsoring the Annual CBN Small and Mid-Size Business Symposium. There will be breakout sessions featuring best practices for small to mid-size business as well as a featured keynote on "Creating a Culture of Success through Servant Leadership.
For More Information Click
Here
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Atlanta Office
Two Ravinia Dr., Suite 1360
Atlanta, GA 30346
Johnstown Office
1 Pasquerilla Plaza,
Suite 127
Johnstown, PA 15901
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Headquarters
30 S. 17th St., Suite 1620
Philadelphia, PA 19103
Bala Cynwyd Office
Two Bala Plaza, Suite 300
Bala Cynwyd, PA 19004
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West Chester Office
121 N. Walnut St.,
Suite 190
West Chester, PA 19380
Cherry Hill Office
1820 Chapel Avenue, Suite 160
Cherry Hill, NJ 08002
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RTD Financial Advisors, Inc. is a registered investment advisor with the SEC. The information presented here is for educational purposes only and is not intended to be a recommendation to choose an investment or investment strategy based on the contents of this newsletter.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Past performance may not be indicative of future results. Therefore, no current or prospective participant should assume that the future performance of any specific investment, investment strategy or product made reference to directly or indirectly, will be profitable or equal to past performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-advisor fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. If there is any doubt over the appropriateness of a particular investment then you should seek independent advice. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. Each person should seek independent advice from professionals based on his or her individual circumstances.
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