Location: Virtually on Zoom 11:30AM-1:00PM
keep more of your money in retirement
Join us for a educational presentation that can help you make decisions to maximize your money in retirement. We will talk about tax benefits, and specifics that can help you enjoy more money in retirement. You will learn about some of the biggest misconceptions about taxes and retirement. Learn tools and strategies.
About our Speaker
Sam Abdullah, Mutual of Omaha
Sam Abdullah is a financial advisor with 10 years of experience as a financial advisor. Sam is an advisor for Mutual Of Omaha Investor Services, Inc. His career trajectory has included roles at Metlife Securities, Sea Operations Inc Dba First Class Window Tinting, Schumacher Automotive, Sagepoint Financial, Transamerica Agency Network, Massachusetts Mutual Life Insurance Co, MML Investors Services, LLC, AIG Financial Network, Mutual Of Omaha Investor Services and Mutual Of Omaha Insurance Company.
Abdullah maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida. Mutual Of Omaha Investor Services, Inc is a business that has its headquarters in Boca Raton, Florida. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers.
Mutual of Omaha Advisors
Boca Raton FL 33487
P: 561-752-3004 Ext 311
C: 561-670-6395
We appreciate OUr Sponsors
A huge thank you to Ellie Mills for sponsoring our chapter this month!