Events

Thank you for registering to attend the Living with Dementia workshop on Thursday, November 2. The event will begin at 6:00 pm, with a Q&A session at the end. Light refreshments will be provided for attendees. If your plans change and you are unable to attend, please contact Comprehensive Financial Consultants at 812-334-3190 or at cfc@cfci.us.

Thank you for registering to attend Estate Planning 101 on Wednesday, October 25. The program will begin at 6:00 pm, and a Q&A session will be held at the end. Light appetizers and beverages will be provided. If you find you are unable to attend, please contact Comprehensive Financial Consultants at 812-334-3190 or at cfc@cfci.us.

This event will take place on Tuesday evenings - October 3 and October 10, from 6:00 - 8:30 pm. The Tuesday class will have an online option as well as in-person. A Wednesday class is also available on October 4 and 11. This class is in-person only.

This event will take place 2 nights: February 16th and 23rd from 6pm-8:30pm.

This event will take place 2 nights: February 15th and 22nd from 6pm-8:30pm.

This event will take place 2 nights: October 6th and October 13th from 6pm-8:30pm EST.

This event will take place 2 nights: October 5th and October 12th from 6pm-8:30pm EST.

This event will take place 2 nights: March 24th and March 31st from 6pm-8:30pm.

This event will take place 2 nights: March 23rd and March 30th from 6pm-8:30pm.

Hello, Thank you for registering for our Taxes in Retirement: 2025 The Final Drive workshop on February 24th from 6pm-8pm at our office, Comprehensive Financial Consultants in our Legacy Learning Center at 674 S. College Ave. Bloomington, IN 47403. This workshop is offered in-person or online. Please use the following link to attend virtually. https://us02web.zoom.us/j/81993439223?pwd=a1RQWjA2UDF4YkUyTm9kUWxrcDFlQT09 Meeting ID: 819 9343 9223 Passcode: 967210 Description: This workshop will give you an in-depth look at common mistakes being made and how to avoid them, whether your income streams come from social security, 401(k)/IRA, pensions or more. The Tax Cuts and Jobs Act of 2017 created an amazing opportunity, especially for retirees, to take a look at their personal situation and strategy to see where opportunities lie in the realm of tax minimization. We will provide David’s new book, 2025 the Final Drive, you will need paper and a pen for notes. During this workshop we will also discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025. David Hays is the Founder, President, and Senior Consultant of Comprehensive Financial Consultants, Inc (CFC). David is a co-author of Today’s Guide to Retirement Planning. He hosts the weekly radio show, “Your Money with David Hays” on AM10370, FM 98.7 out of Bloomington, Indiana. David serves as a U.S. Congressional Advisor on the topics of Medicare, taxes, and retirement planning issues. This event is completely free to attend, but we do ask for every person attending to register themselves, so that we have enough seating and materials on hand. Light refreshments will be served as well. Please let us know if you have questions. We look forward to seeing you soon! Thank you, Comprehensive Financial Consultants & Comprehensive Financial Consultants Institutional (CFCI) 674 S. College Ave. Bloomington, IN 47403 812-334-3190 | 800-893-3958 Fax : 812-336-6187 www.cfci.us Creating Solutions, Delivering Results Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC Comprehensive Financial Consultants and CFCI/JWC/JWCA are unaffiliated entities. Comprehensive Financial Consultants and CFCI will not accept orders and/or instructions transmitted by e-mail, fax or voicemail, and will not be responsible for carrying out such orders and/or instructions. Please do not transmit such information by email, fax or through voicemail. Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for messages of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it. J.W. Cole Financial representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternative method.

Hello, Thank you for registering for our Taxes in Retirement: 2025 The Final Drive workshop on February 15th, from 1pm-3pm at our office, Comprehensive Financial Consultants in our Legacy Learning Center at 674 S. College Ave. Bloomington, IN 47403. You can attend this workshop in-person or online. Please use the link below to join virtually. https://us02web.zoom.us/j/81996441295?pwd=UjFnZlh2L0dMVy9WNHNSWjlIRDhFZz09 Meeting ID: 819 9644 1295 Passcode: 803498 Description: This workshop will give you an in-depth look at common mistakes being made and how to avoid them, whether your income streams come from social security, 401(k)/IRA, pensions or more. The Tax Cuts and Jobs Act of 2017 created an amazing opportunity, especially for retirees, to take a look at their personal situation and strategy to see where opportunities lie in the realm of tax minimization. We will provide David’s new book, 2025 the Final Drive, you will need paper and a pen for notes. During this workshop we will also discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025. David Hays is the Founder, President, and Senior Consultant of Comprehensive Financial Consultants, Inc (CFC). David is a co-author of Today’s Guide to Retirement Planning. He hosts the weekly radio show, “Your Money with David Hays” on AM10370, FM 98.7 out of Bloomington, Indiana. David serves as a U.S. Congressional Advisor on the topics of Medicare, taxes, and retirement planning issues. This event is completely free to attend, but we do ask for every person attending to register themselves, so that we have enough seating and materials on hand. Light refreshments will be served as well. Please let us know if you have questions. We look forward to seeing you soon! Thank you, Comprehensive Financial Consultants & Comprehensive Financial Consultants Institutional (CFCI) 674 S. College Ave. Bloomington, IN 47403 812-334-3190 | 800-893-3958 Fax : 812-336-6187 www.cfci.us Creating Solutions, Delivering Results Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC Comprehensive Financial Consultants and CFCI/JWC/JWCA are unaffiliated entities. Comprehensive Financial Consultants and CFCI will not accept orders and/or instructions transmitted by e-mail, fax or voicemail, and will not be responsible for carrying out such orders and/or instructions. Please do not transmit such information by email, fax or through voicemail. Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for messages of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it. J.W. Cole Financial representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternative method.

Hello, Thank you for registering for our Taxes in Retirement: 2025 The Final Drive workshop on February 10th from 5:30pm-7:30pm at our office, Comprehensive Financial Consultants in our Legacy Learning Center at 674 S. College Ave. Bloomington, IN 47403. You are welcome to attend in-person or virtually. Please use the link below, if you choose virtual: https://us02web.zoom.us/j/88591990507?pwd=a1ZacWNjTHBVMWtZWC9ta2EweFpidz09 Meeting ID: 885 9199 0507 Passcode: 050895 Description: This workshop will give you an in-depth look at common mistakes being made and how to avoid them, whether your income streams come from social security, 401(k)/IRA, pensions or more. The Tax Cuts and Jobs Act of 2017 created an amazing opportunity, especially for retirees, to take a look at their personal situation and strategy to see where opportunities lie in the realm of tax minimization. We will provide David’s new book, 2025 the Final Drive, you will need paper and a pen for notes. During this workshop we will also discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025. David Hays is the Founder, President, and Senior Consultant of Comprehensive Financial Consultants, Inc (CFC). David is a co-author of Today’s Guide to Retirement Planning. He hosts the weekly radio show, “Your Money with David Hays” on AM10370, FM 98.7 out of Bloomington, Indiana. David serves as a U.S. Congressional Advisor on the topics of Medicare, taxes, and retirement planning issues. This event is completely free to attend, but we do ask for every person attending to register themselves, so that we have enough seating and materials on hand. Light refreshments will be served as well. Please let us know if you have questions. We look forward to seeing you soon! Thank you, Comprehensive Financial Consultants & Comprehensive Financial Consultants Institutional (CFCI) 674 S. College Ave. Bloomington, IN 47403 812-334-3190 | 800-893-3958 Fax : 812-336-6187 www.cfci.us Creating Solutions, Delivering Results Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC Comprehensive Financial Consultants and CFCI/JWC/JWCA are unaffiliated entities. Comprehensive Financial Consultants and CFCI will not accept orders and/or instructions transmitted by e-mail, fax or voicemail, and will not be responsible for carrying out such orders and/or instructions. Please do not transmit such information by email, fax or through voicemail. Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for messages of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it. J.W. Cole Financial representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternative method.

Thank you for registering for the Taxes in Retirement: 2025 The Final Drive workshop, held on January 20th from 6pm-8pm.