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Wine and Cheese

UH Employees, come relax at 

SIP AND SAVE

A Happy Hour for Smart Retirement Planning

Sponsored by: Parkhurst Financial Services

WHEN /

JUNE 20, 2024 6-8 PM

ABOUT THE EVENT /

Join us for an exclusive happy hour event for UH employees, designed to help you take charge of your financial future. Enjoy a relaxed atmosphere with your colleagues, complete with complimentary drinks and appetizers.

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During this laid-back happy hour, we will discuss the benefits of using a self-directed brokerage account to enhance your Fidelity 403b. Our brief but insightful presentation will show you:

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  • How to align your investments with your goals & retirement timeline.

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  • How to access professional management for your Fidelity 403b.

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  • How to avoid unnecessary market risk with your retirement nest egg.

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WHERE/ The Fairmount Cocktail Bar
2448 Fairmount Blvd, Cleveland, OH 44106

This is for you IF...

Unclear if your investments are right for your goals.

Feeling overwhelmed or unsure about retirement planning

Not maximizing retirement savings potential

Sip & Save offers a unique opportunity to enjoy a relaxed happy hour while gaining valuable insights into smart retirement planning. Learn how a self-directed brokerage account can boost your retirement savings, all in a casual and friendly setting that sets this event apart from traditional seminars.

SCHEDULE /

6-6:30 PM
Sign in. Socializing & Refreshments

6:30-6:40 PM
Brief overview of Self Directed Accounts

6:40-8:00 PM
Back to Socializing & Refreshments!

Hosted By

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Parkhurst Financial Services, Inc. are not affiliated. 

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