Held at the Ortner Center at Union College | Lincoln, NE | August 2021
Feel More Confident & In Control With
A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP
Seats Available Now!
Registration Closes In:
Seating is limited. Register today!
WHAT IS THIS WORKSHOP?
For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you may be better prepared to take the necessary steps to create your own retirement income strategy.
Location:
Held At
Union College – Ortner Center
4880 Prescott Ave, Lincoln, NE 68506
*The Ortner Center is located at the NE corner of 48th St and Prescott Avenue.
This workshop meets once a week for two consecutive weeks.
Tuesdays – August 24th and August 31st from 6:00 PM – 8:00 PM
Tuition: $39 $0*
Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance.
Richard Warner, RICP®
Founder & President of Warner Financial
With more than a decade of experience as a financial advisor and investment advisor representative, Richard is a true professional, offering his clients a partnership as he guides them through each step of the retirement-income planning process. He holds his Series 65 and is a licensed insurance agent in Nebraska, Iowa, Kansas and Missouri.
The backbone and foundation to Richard’s life is deeply rooted in his Christian faith. He dedicates time to the youth members at the Auburn Berean Church where he teaches Awana periodically during the school year. He also coaches Legion baseball, a sport he believes offers young men important lessons in how to deal with the ups and downs of life. “It’s vitally important in preparing young men for life,” he says.
Married to his wife LeeAnn since 1997, the couple are the proud parents of three sons, Tyler, Kyson and Jackson. Apart from his community involvement and spending time with his family, Richard loves Nebraska Cornhusker football and attends games whenever he can.
State License #7617022
About Retire For L.I.F.E.
The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.
Who Should Attend?
- People between the ages of 50 and 70
- Those concerned with their finances and wanting to prepare for market volatility
- Investors looking for guidance based on recent Social Security changes and proposed tax laws
What You'll Learn
- Options on when to take Social Security
- How to define your core priorities
- How to develop reliable retirement income
- Common reasons retirees run out of money
Why Now?
- There’s no better time to create strategies in which you can be confident
- Global market volatility necessitates action
- The basic financial rules of thumb have changed for a retiring generation
Your Registration Includes
- Two workshop sessions
- In-session workbook to follow
- A retirement income planning publication
- A maximizing your Social Security guide
Enroll Now
Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at the Ortner Center at Union College in Lincoln, NE.
Tuition: $39 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.
This workshop meets once a week for two consecutive weeks. Couples may attend for a single tuition cost.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
© 2021 Retire For L.I.F.E. – All Rights Reserved
Richard Warner is an Investment Advisor Representative of Virtue Wealth Counsel, LLC. Virtue Wealth Counsel, LLC is a Registered Investment Advisor in the State of Nebraska. Virtue Wealth Counsel, LLC and Warner Financial are not affiliated. Past performance is no guarantee of future results. This information is for educational purposes only. This information is not intended as a solicitation of an offer to buy or sell any security referred herein.
Licensed Insurance Professional. The presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit www.ssa.gov. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.