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We want to provide financial and retirement education throughout our community and love to connect in person. Contact us to attend an event. We look forward to meeting you!

Optimize Your Retirement

MONDAY, JUNE 16th OR WEDNESDAY, JUNE 18th AT 6:30PM
Fleming's Prime Steakhouse & Wine Bar • 1 W. Exchange St., Providence, RI 02903

You and your adult guests are cordially invited to a complimentary Educational Event. Reserve your seat today!
We’ll be covering these important topics at these complimentary dinner events:

How to leverage current economic headwinds to your advantage
Navigating 2025 tax law changes and how they may impact wealth
Social Security, IRMAA and risks to your retirement income
Inflation: How to reduce its impact on your lifestyle
Sequence of Returns: Take market timing out of your income plan
Long term care: Learn the different ways to fund this potential expense

RSVP TODAY

Monday, June 16 OR Wednesday, June 18 @ 6:30PM

TOOLS & INSIGHTS

Interested in additional resources or tools to help you throughout your financial & retirement planning? Check out our extensive library to feel confident in your planning journey!

Ready to change the trajectory of your financial & retirement future?

Interested in learning more about how we can help you navigate the journey toward reaching your financial goals and dreams? Please contact us to schedule a complimentary, no-obligation consultation.

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The Alchemists & Margaret Koosa offer Investment Advice through Brookwood Investment Group, LLC, 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. Brookwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Additional information about The Alchemists and Brookwood Investment Group is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to Margaret Koosa and/or Brookwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Click here for full Disclosure.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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