Hudson, WI | RFL Workshop | May 2023 | ARE-14093

ABOUT | PRESENTER | AGENDA | VENUE

Held at Pitchfork Brewing | Hudson, WI | May 2023

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

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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 Pitchfork Brewing
745 Ryan Dr, Hudson, WI 54016

*Enjoy a complimentary drink ticket for a Pitchfork Brewery Microbrew and house-made pizza.

This workshop meets once for a one and half-hour session.
– Thursday, May 18 from 6:00 PM – 7:30 PM
– Tuesday, May 23 from 6:00 PM – 7:30 PM

About Your Presenter

Mark Kuhne

Investment & Retirement Consultant | Croix River Wealth

Mark has presented 100’s of workshops/webinars since 2012. Prior, he served 20+ years in various business banking roles and retired early as a Community Bank President.

Volunteer and Civic Roles:

SCORE mentor to numerous entrepreneurs and business owners (see SCORE.org)
Member of the CPA Plus Network, a peer-to-peer network of professionals who provide services such as coaching, consulting, and business development (see CPAPlusNetwork.com)
Volunteer & Member of the Hudson Area Chamber (Golf Committee)
Previous Board Member of the Anoka County Chamber & Northwest Suburban Chamber
Previous Chair of the Boy Scouts Viking Council, Crow Wing District

Insurance Licensed (Life, Health and LTC), National #16489159, Series 65

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 Pitchfork Brewing in Hudson, WI.

This workshop meets once for a one and a half-hour session.

Online Form - Hudson, WI | RFL Workshop | May 2023 | ARE-14093

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

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

Horter Investment Management does not provide tax or legal advice. Tax Planning services described herein are performed by Milestone Tax Center. Estate Planning services described herein are performed by outside counsel. Horter Investment Management clients are under no obligation to use these services or enter into professional relationships with these entities. Any fees relating to these services are wholly obtained by said entities. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Insurance and annuity products are sold separately through Mark Kuhne, Croix River Wealth Management. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. 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.