Plan With Us

𝘑𝘰𝘪𝘯 𝘰𝘶𝘳 𝘶𝘱𝘤𝘰𝘮𝘪𝘯𝘨 𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘛𝘰𝘥𝘢𝘺® 𝘞𝘰𝘳𝘬𝘴𝘩𝘰𝘱 𝘢𝘵
𝘽𝙧𝙞𝙘𝙠 𝙈𝙚𝙢𝙤𝙧𝙞𝙖𝙡 𝙃𝙞𝙜𝙝 𝙎𝙘𝙝𝙤𝙤𝙡
𝘖𝘤𝘵𝘰𝘣𝘦𝘳 8 & 15 𝘧𝘳𝘰𝘮 6:30𝘱𝘮 𝘵𝘰 9:30𝘱𝘮.

𝗦𝗰𝗮𝗻 𝘁𝗵𝗲 𝗤𝗥 𝗰𝗼𝗱𝗲 𝗼𝗿 𝘃𝗶𝘀𝗶𝘁 𝘄𝘄𝘄.𝗣𝗹𝗮𝗻𝗪𝗶𝘁𝗵𝗨𝗦.𝗰𝗼𝗺/𝗘𝘃𝗲𝗻𝘁𝘀 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗮𝗻𝗱 𝘀𝗲𝗲 𝗮𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗱𝗮𝘁𝗲𝘀!

May this Yom Kippur bring peace, reflection, and renewal.

Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans and discuss different methods for maximizing your income.

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.

Are you on track for the retirement you want?

Join our Retirement Planning Today® workshop to learn
▪️Create a plan to retire early
▪️Handle retirement with rising inflation
▪️Build an income plan for your retirement
▪️Plan for retirement during market volatility
▪️Use the latest tax law changes to your advantage
▪️Use 5 investment strategies to help manage risk
▪️Properly allocate your assets within your employer retirement plan

👇 Click to view dates and locations throughout Monmouth and Ocean County. www.PlanWithUs.com/Events
CRN #202808-9325912

Upcoming Events Retirement Planning Today® Course Registration Upcoming Events October 8 - October 15, 2026 6:30p - 9:30p Brick Memorial High School RSVP Retirement Planning Today® IN-PERSON Workshop at Brick Memorial High School: Thursdays, October 8 & 15, 2026 - Course ID:1N4ZP1 October 13 - October 20, 2026 6:...

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

𝐅𝐚𝐥𝐥 𝟐𝟎𝟐𝟔 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐖𝐨𝐫𝐤𝐬𝐡𝐨𝐩® 𝐂𝐥𝐚𝐬𝐬𝐞𝐬 𝐰𝐢𝐭𝐡 𝐥𝐨𝐜𝐚𝐥 𝐈𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐨𝐫𝐬 𝐟𝐫𝐨𝐦 𝐖𝐚𝐥𝐥, 𝐍𝐉! John A. Mendes, CFP®, CASL, LUTCF & Sean Donlan, CFP®, ChFC®, CLU®, CASL 𝑊𝑒’𝑟𝑒 𝑐𝑜𝑚𝑚𝑖𝑡𝑡𝑒𝑑 𝑡𝑜 ℎ𝑒𝑙𝑝𝑖𝑛𝑔 𝑦𝑜𝑢 𝑚𝑎𝑘𝑒 𝑖𝑛𝑓𝑜𝑟𝑚𝑒𝑑 𝑑𝑒𝑐𝑖𝑠𝑖𝑜𝑛𝑠 𝑎𝑏𝑜𝑢𝑡 𝑦𝑜𝑢𝑟 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑓𝑢𝑡𝑢𝑟𝑒.
We invite you, your family, and friends to attend our upcoming IN PERSON & VIRTUAL options for Retirement Planning Today Workshop® 𝔸𝕟𝕕 𝕕𝕠𝕟’𝕥 𝕗𝕠𝕣𝕘𝕖𝕥 𝕥𝕠 𝕤𝕡𝕣𝕖𝕒𝕕 𝕥𝕙𝕖 𝕨𝕠𝕣𝕕!
$39 𝒓𝒆𝒈𝒊𝒔𝒕𝒓𝒂𝒕𝒊𝒐𝒏 𝒊𝒏𝒄𝒍𝒖𝒅𝒆𝒔 𝑭𝒓𝒆𝒆 𝑮𝒖𝒆𝒔𝒕, 𝑪𝒐𝒖𝒓𝒔𝒆𝒃𝒐𝒐𝒌 (𝒅𝒊𝒈𝒊𝒕𝒂𝒍 𝒇𝒐𝒓 𝒁𝒐𝒐𝒎) & 𝒐𝒏𝒆-𝒐𝒏-𝒐𝒏𝒆 𝑸 & 𝑨 𝒔𝒆𝒔𝒔𝒊𝒐𝒏
Retirement Planning Today® Workshop
𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: www.PlanWithUs.com/Events
𝙄𝙉 𝙋𝙀𝙍𝙎𝙊𝙉 𝐅𝐚𝐥𝐥 𝟐𝟎𝟐𝟔
𝐂𝐥𝐚𝐬𝐬 𝟏 - Brick Memorial High School: 2001 Lanes Mills Road, Brick, NJ
𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲𝐬, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟖 & 𝟏𝟓 – 𝟔:𝟑𝟎 𝐩𝐦 𝐭𝐨 𝟗:𝟑𝟎 𝐩𝐦
𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: www.PlanWithUs.com/Events
Course ID to Register: 1N4ZP1
𝐂𝐥𝐚𝐬𝐬 𝟐 -Keyport Central School: 335 Broad St, Keyport, NJ
𝐓𝐮𝐞𝐬𝐝𝐚𝐲𝐬, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟏𝟑 & 𝟐𝟎 – 𝟔:𝟑𝟎𝐩𝐦 𝐭𝐨 𝟗:𝟑𝟎𝐩𝐦
𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: www.PlanWithUs.com/Events
Course ID to Register: U21CK1
𝐂𝐥𝐚𝐬𝐬 𝟑 - Wall High School: 1630 18th Ave, Wall Township, NJ
𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲𝐬, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟏𝟒 & 𝟐𝟏 – 𝟔:𝟑𝟎 𝐩𝐦 𝐭𝐨 𝟗:𝟑𝟎 𝐩𝐦
𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: www.PlanWithUs.com/Events
Course ID to Register: QM82M1
𝐂𝐥𝐚𝐬𝐬 𝟒 - Ocean County College: 1 College Drive, Toms River, NJ
𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲𝐬, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟐 & 𝟐𝟗 – 𝟔:𝟑𝟎 𝐩𝐦 𝐭𝐨 𝟗:𝟑𝟎 𝐩𝐦
𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: www.PlanWithUs.com/Events
Course ID to Register: TMXKK1
𝐂𝐥𝐚𝐬𝐬 𝟓 - Ocean County College: 1 College Drive, Toms River, NJ
𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲𝐬, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟖 & 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 𝟒 – 𝟔:𝟑𝟎 𝐩𝐦 𝐭𝐨 𝟗:𝟑𝟎 𝐩𝐦
𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: www.PlanWithUs.com/Events
Course ID to Register: TMXKK1
𝙑𝙄𝙍𝙏𝙐𝘼𝙇 𝐅𝐚𝐥𝐥 𝟐𝟎𝟐𝟔 -
𝐙𝐨𝐨𝐦 𝐂𝐥𝐚𝐬𝐬 - 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 𝟏𝟎 & 𝟏𝟕 – 𝟔:𝟑𝟎 𝐩𝐦 𝐭𝐨 𝟖:𝟑𝟎𝐩𝐦
𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: www.PlanWithUs.com/Events
Course ID to Register: QM82M1
The Retirement Planning Today® Workshop contains something for everyone. The classroom prepared you for your career. Now it’s time to take a deep dive into your financial future. You can find trendy news anywhere, but it is difficult to use this information to make informed decisions. Come together with your peers for an insightful approach to assembling the personalized tools and strategies necessary for a lifetime of financial decisions.
This 2-part course is designed to teach you how to build and align your money with your values to accomplish your goals. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can help you develop a personalized plan to achieve your retirement goals. Register Today!
𝑻𝒉𝒆 𝑫𝒊𝒇𝒇𝒆𝒓𝒆𝒏𝒄𝒆 𝒃𝒆𝒕𝒘𝒆𝒆𝒏 𝑬𝒅𝒖𝒄𝒂𝒕𝒊𝒐𝒏 𝒂𝒏𝒅 𝑰𝒏𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 Learn How To: • Determine the amount of money you need to retire • Create your own goals for a “successful retirement” • Help eliminate debt and improve cash flow • Properly convert your IRA to a Roth IRA • Select the retirement plan distribution choice that is right for you • Plan your retirement income to preserve a comfortable standard of living • Transfer the risk of potential financial losses before or during retirement • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning Questions before Registering? Reach out to 𝐉𝐨𝐡𝐧 𝐌𝐞𝐧𝐝𝐞𝐬 - 𝐣𝐨𝐡𝐧𝐦𝐞𝐧𝐝𝐞𝐬@𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐠𝐮𝐢𝐝𝐞.𝐜𝐨𝐦/ 𝟕𝟑𝟐-𝟕𝟓𝟏-𝟑𝟎𝟓𝟓 or visit us at www.planwithus.com/events CRN202808-9325912

Upcoming Events Retirement Planning Today® Course Registration RETIREMENT PLANNING TODAY® WORKSHOPSFor Course Registration, please click REGISTER on the desired date below or contact John A. Mendes.    Upcoming Events More events are on the way! Check back soon for more information. Past Events April 7 - Apr...

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

Retirement isn't just about leaving the workforce—it's about entering a new phase of life filled with endless possibilities. Start planning your retirement today to ensure you can live the retirement of your dreams tomorrow. Our professionals are here to help you navigate the complexities of retirement planning with confidence. 🏖️

Every goal needs a plan!