1. Financial Planning 101
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A free seminar from your Retirement Coach...
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Seminar: ʺFinancial Planning 101”
Audience: Retirees & Pre‐Retirees (Ages 30 and above)
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Where & When
Location: TBD
Date: TBD
Time: TBD
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Seminar Overview:
Participants will come away with a greater understanding of the planning process and the types of
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information that they need to consider when making investment decisions. Topics covered
include…
▪ Develop a Plan ▪ Insurance
▪ Asset Allocation ▪ Basic Estate Documents
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▪ Investment Types
Those attending the seminar will also have the opportunity to receive a general (high-level)
complimentary review of their situation. For those in need of more in-depth analysis, we offer
personal fee-based retirement and financial plans.
To learn more, please call the PSA Retirement Coaching Group at 443-798-7402
Douglas Tyson, ChFC®
Retirement Counselor
Mr. Tyson is a Chartered Financial Consultant®, an investment advisor representative of PSA Financial Advisors
Inc., a licensed life and health agent, and a registered representative for PSA Equities, Inc. Mr. Tyson focuses on
helping clients accumulate, protect, manage and effectively distribute assets that are consistent with both their
priorities and values. To do this, he delivers educational retirement seminars and provides personal financial
planning that incorporates estate, tax, investment, insurance, and retirement planning.
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Retirement planning and consulting services offered through PSA Financial Advisors, Inc.
11311 McCormick Road ▪ Hunt Valley, Maryland 21031 ▪ 410.821.7766
