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!
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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