Financial Planning Topics - Affiliated Financial Group Question Title * 1. Please check all the financial planning topics that interest you. This feedback is very helpful to us. Retirement Planning - general 401(k) and IRA Guidance Annuities (guaranteed income during retirement; pros and cons) Wealth Management (diversification; stocks, bonds, mutual funds, ETFs) Social Security (understanding how it works - seminar coming soon!) Life Insurance (cash value; income protection; long term care) Estate Planning (wills and trusts; reduce hassles for beneficiaries) Real Estate/Mortgage Financing or Refinancing Budgeting (identifying and evaluating expenses) Tax Planning (tax-efficient Investments; tax-loss harvesting) College Education Planning (529 plans; education funding strategies) Alternative Investments (real estate investment trusts (REITs): private equity and hedge funds) Other (please specify) Question Title * 2. Would you like to schedule a session with Dana to discuss any of the above topics? You can meet in person, on the phone or via Zoom. Yes - please contact me to schedule No - not at this time Question Title * 3. Name (Required.) Question Title * 4. Email Question Title * 5. Phone 1 Albion Street, 3rd Floor, Wakefield, MA 01880Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Submit