KEEP CALM AND RETIRE ON

A Retirement Webinar Event

Presented by:Jerry Linebaugh, Founder

To Qualify For The $25 Gift Card You Must:

  • Have a minimum of $250,000 in net investable assets and be at least 50 years of age
  • Fill out and submit the virtual review form
  • Attend a virtual or phone financial review meeting with a JLine Financial advisor

REQUEST MY VIRTUAL REVIEW TODAY AND QUALIFY FOR A $25 GIFT CARD!





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Scheduling My Complimentary ReviewDownloadable Books/Guides/ResourcesInvestment ManagementGuaranteed Income StreamsTax Efficient PlanningSocial Security MaximizationEstate and Legacy Planning

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through JLine Financial. JLine Financial is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.

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