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Exclusive Educational Events

In this seminar you will learn how to protect your hard-earned money from inflation, income taxes, market downturns and erosion due to possible long-term care needs while seeking maximization of your income and gain more equity from your investments. 

This workshop will reveal a conservative approach to wise money management and identify lifestyle decisions facing retirees. The information you receive from this event may pay dividends for the rest of your life and regardless of market conditions, allow you a restful sleep.

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  • Where to put your money in these volatile times
  • 6 mistakes retirees make with their finances and how to avoid them
  • Fees: Are you overpaying for under-performing investments
  • Determining whether or not you can retire early
  • How to choose the "right" investment strategy for your 401k
  • IRA Tips: Should you convert from a Traditional to a Roth IRA?
  • How to improve the performance of your IRA
  • How to avoid future taxation of your social security benefits
  • How to keep "Uncle Sam" from being the biggest beneficiary of your estate
  • The 9 keys to achieving retirement success
  • How to rebuild a wounded portfolio
  • And so much more...

To maximize effectiveness, we offer educational seminars to specific target audiences such as college planning, estate planning, insurance planning, retirement planning and other topics at various times of the year. This provides us the opportunity to tailor the content directly to your needs. In general we offer educational financial seminars to a target audience of age 65 or older in the retirement “red zone”.

If you are interested in any of these topics, please complete the form below and submit.

Educational Events
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Jun. 14th & 19th
6:00PM

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Jun. 14th & 19th
6:00PM

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Jun. 14th & 19th
6:00PM

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6:00PM

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O’Neil Financial specializes in asset protection, financial planning, and retirement planning services. We have been serving hundreds of clients throughout the Metro Detroit area and throughout the United States for over 65 years combined.

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O'Neil Financial is a financial services company that specializes in asset protection and retirement income products and services. Mark O'Neil is the principal owner of O'Neil Insurance Agency, LLC d/b/a O'Neil Financial. O’Neil Financial only offers insurance products and services in states where licensed to do so. Annuities contain features, exclusions, limitations and availability that may vary by state and/or insurance provider. For a full explanation of an annuity, please contact your financial professional or the insurance company for all costs and complete details, as well as a brochure or prospectus (where applicable). This material is a general description intended for general public use. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by state and the issuer.

Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Mark O’Neil, William J. O’Neil, of FAN Advisors and are registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and O’Neil Insurance Agency d/b/a O’Neil Financial are independently owned and operated.

©2001-2024 All rights reserved. O'Neil Financial
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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