A1A Wealth Management, Inc.

Financial planning for the road ahead
Amelia Island - Fernandina Beach - Jacksonville Florida

Upcoming Events & Workshops

cpl University of North Florida
University Center
Jacksonville, Florida
* Event not sponsored by Univ. of N FL

Mar 13, 2012 Goals Based Investing
Staying Sane in a Crazy Market 6:00 PM-
7:00 PM FREE Cafe @ the Hamptons
Fernandina Beach, Florida

* See our full schedule of monthly workshops at the Cafe for all of 2012 below.

Apr 17, 2013 Life After Work
Making Your Income Last as Long as You Do 6:00 PM-
7:00 PM FREE Cafe @ the Hamptons
Fernandina Beach, Florida

* See our full schedule of monthly workshops at the Cafe for all of 2012 below.

May? **Savvy Medicare Planning
(under development)
Making Sense of a Confusing Retirement Benefit... TBD FREE** A1A Wealth Management Boardroom
1010 Atlantic Ave., Suite E
Fernandina Beach, Florida

Reservations required for all events.

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Savvy Social Security Planning:
What Everyone Needs to Know to Maximize Retirement Income

Recommended for anyone approaching retirement age who wants to know all of their options before making this very important decision.

Join Certified Financial Planner™ professional Mark Dennis for this informative and educational discussion. Discover the answers to these critical questions about Social Security retirement benefits:

Will Social Security be there for me?
How much can I expect to receive?
When should I apply for Social Security?
How can I maximize my benefits?
Will Social Security be enough to live on in retirement?

After being told for years that Social Security is "going broke," the Boomer generation realizes it will soon be their turn to collect. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This popular workshop covers the basics of Social Security and reveals strategies for maximizing your benefits. During the workshop, you will learn:

5 factors to consider BEFORE you apply for benefits.
When it makes sense to delay benefits -- and when it does not.
How to estimate your benefits.
How to coordinate benefits with your spouse.
How to minimize taxes on Social Security benefits.
How to coordinate Social Security with your other sources of retirement income.

Reservations Required.

Cost: FREE

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Rejuvenate Your Retirement^®:
An Educational Course for Retirees
(or anyone anticipating retirement soon)

While many workshops focus on pre-retirement planning, this unique course focuses on issues, needs and concerns that are on the minds of today's retirees. Whether you have immediate needs or are contemplating future financial concerns, this course provides a wealth of answers.

Discover how to:

Construct an enjoyable lifestyle of travel, hobbies, sports, social events, business ventures, lifelong learning, and more.
Identify and avoid major threats to your retirement nest egg.
Preserve & protect your retirement income to assure a comfortable lifestyle.
Properly align your investment portfolio in accordance with your objectives, attitudes, and tolerance for risk.
Maximize your Social Security retirement benefits.
Determine whether or not you would benefit from converting your IRA to a Roth IRA.
Reduce, avoid, and offset taxes when taking distributions from mutual funds and IRAs.
Plan for and evaluate health care needs, long-term care, incapacity, and end-of-life concerns.

Making sure you don't out-live your money is one of the most important issues in post retirement planning!

Join Certified Financial Planner™ professional Mark Dennis for this informative and educational 4-hour workshop, delivered in two 2-hour sessions on two separate days. Morning and afternoon sessions available.

Reservations Required.

Cost: $35 - includes one workbook. Spouse or guest may attend at no additional charge.
Cash, check, or credit card accepted

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FREE Monthly Financial Workshops
- hosted by Cafe @ the Hamptons
95742 Amelia Concourse Fernandina Beach, Florida 32034

Join us each month for a free financial workshop presented by Certified Financial Planner™, Mark Dennis.

Each month, Mark and the Cafe @ the Hamptons will feature a different financial discussion on a host of topics. Bring your questions! No cost, no obligation.

Upcoming Schedule of Events

Date	Time	Event
~~01/31/2012~~	~~6:00pm~~	~~Forecast 2012: Past and Present~~ (cancelled)
02/23/2012	6:00pm	Savvy Social Security Planning for Boomers
03/13/2012	6:00pm	Goals Based Investing - Staying Sane in a Topsy Turvy Market
04/17/2012	6:00pm	Life After Work - Making Your Income Last as Long as You Do
05/15/2012	6:00pm	Savvy Medicare Planning for Boomers
06/14/2012	6:00pm	Why Fixed Income Investors Sleep Better at Night
07/31/2012	6:00pm	Half-Time Economic Update
08/23/2012	6:00pm	Savvy Social Security Planning for Boomers
09/18/2012	6:00pm	Questions to Ask Aging Parents
10/16/2012	6:00pm	The Power of Women in the Economy
11/06/2012	6:00pm	Savvy Medicare Planning for Boomers
12/06/2012	6:00pm	Life After Work - Making Your Income Last as Long as You Do

Call our Event reservation hotline to reserve your seat(s): 904-352-1343.

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Reservations

Use this form to order tickets and reserve your seats. Paid events are reserved when we receive your payment. Please include all information.

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Date	Event	Time	Cost	Location
Feb 23, 2012	Savvy Social Security Planning What Everyone Needs to Know to Maximize Retirement Income...	6:00 PM- 7:00 PM	FREE	Cafe @ the Hamptons Fernandina Beach, Florida * See our full schedule of monthly workshops at the Cafe for all of 2012 below.
Feb 23 & Mar 1 (Thursdays)	Rejuvenate Your Retirement® 4 hours / 2 hrs x 2 sessions	9:30 AM - 11:30 AM	$35/cpl	University of North Florida University Center Jacksonville, Florida * Event not sponsored by Univ. of N FL
Feb 28 & Mar 6 (Tuesdays)	Rejuvenate Your Retirement® 4 hours / 2hrs x 2 sessions	1:00 PM - 3:00 PM	$35/cpl	University of North Florida University Center Jacksonville, Florida * Event not sponsored by Univ. of N FL
Mar 13, 2012	Goals Based Investing Staying Sane in a Crazy Market	6:00 PM- 7:00 PM	FREE	Cafe @ the Hamptons Fernandina Beach, Florida * See our full schedule of monthly workshops at the Cafe for all of 2012 below.
Apr 17, 2013	Life After Work Making Your Income Last as Long as You Do	6:00 PM- 7:00 PM	FREE	Cafe @ the Hamptons Fernandina Beach, Florida * See our full schedule of monthly workshops at the Cafe for all of 2012 below.
May?	*Savvy Medicare* Planning** (under development) Making Sense of a Confusing Retirement Benefit...	TBD	FREE	A1A Wealth Management Boardroom 1010 Atlantic Ave., Suite E Fernandina Beach, Florida