Lakewood, CO – September 2021 | Retire For L.I.F.E. Workshop

ABOUT | PRESENTER | AGENDA | VENUE

Held at the Lakewood Cultural Center | Lakewood, CO | September 2021

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

Days

Hours

Minutes

Seconds

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’ll be better prepared to take the necessary steps to create your own retirement income strategy.

Location:

Held At
Lakewood Cultural Center
470 S Allison Pkwy, Lakewood, CO 80226

*We will meet in the Community Room. The receptionist will direct you upon arrival.

This workshop meets once for a one-hour session.

– Wednesday, September 8 from 6:00 PM – 7:00 PM
OR
– Thursday, September 9 from 6:00 PM – 7:00 PM

Tuition: $39 $0*

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance.

About Your Presenters

Terry Tyler

Managing Partner, Legacy Retirement Services

Terry was born and raised in Wheat Ridge, Colorado. He graduated from Wheat Ridge High School in 1969. He then attended Colorado State University in Fort Collins and graduated in 1975 with a Bachelor of Science Degree.

Terry’s pride and joy is his 17-year-old son Trenton. During his spare time Terry enjoys watching all his son’s athletic events and sharing time with Trenton in the great outdoors. Terry loves to fish, camp, ski, and ride his Harley.

After graduating from Colorado State, Terry remained in Fort Collins and began his Financial Services career in 1976. In 1980 Terry moved to Denver and began his 20-year career in the Stockbrokerage Industry. Terry gained extensive experience in all areas of investing, investment banking, and financial planning during these 20 years.

In 1999, Terry left the Brokerage industry and founded Legacy Retirement Services which was created specifically for working with retirement age people. The focus of Legacy Retirement Services Inc. is to help all our clients achieve a stable and confident retirement with protection and guarantees while earning a consistent rate of return on their retirement nest egg.

Terry’s 40 years of experience helping his clients with savings, investments, insurance and income planning goals has taught him many lessons when working with people’s hard-earned money. Terry’s most important priority is to build an honest and dedicated relationship with the people he works with. Our goal at Legacy Retirement Services is to help all clients keep what they have saved their entire lives. It was Will Rogers who once said: “The return ON your money is not nearly as important as the return OF your money.”

CO License #152362

Kelly J. Carter

Co-Founder & CEO of Beacon Retirement Group, Inc.

Kelly J. Carter is the co-founder/CEO of Beacon Retirement Planning Group, Inc. and has over 30 years of experience as a financial life planner. BRPG is proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. This dynamic team-based approach allows them to develop a comprehensive financial life plan that aligns each client’s values and priorities. There is no “one size fits all” strategy for retirement planning and it is important to select an advisory firm who understands what is important to you.

Prior to founding BRPG, Kelly was responsible for the formation of a financial planning and estate planning team focused on targeted income planning, tax saving strategies and tax efficient wealth transfer for clients across the country and has headed up forums for hundreds of wealth preservation seminars and thousands of retirees throughout the U.S.

CA License #0E89958

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

Actionable strategies for your retirement plan
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 Lakewood Cultural Center in Lakewood, CO.

Tuition: ~~$39~~ $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This workshop meets once for a one-hour session. Couples may attend for a single tuition cost.

Online Form - Lakewood, CO - September 2021 | Retire For L.I.F.E. Workshop | ARE-10583

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

Investment Adviser Representative and Advisory Services offered through Royal Fund Management, LLC, a SEC Registered Investment Advisory firm.

Advisory Services offered through Change Path, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and Change Path, LLC are not affiliated.

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.