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Held at Charlotte Mecklenburg Library - Mountain Island | Charlotte, NC

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

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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.

 

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Location:

Held At Charlotte Mecklenburg Library – Mountain Island
4420 Hoyt Galvin Way, Charlotte, NC 28214

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Schedule:

This workshop meets once for 1 hour and 15 minutes.

– Tuesday, May 30 from 6:00 p.m. – 7:15 p.m.

 

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About Your Presenter

Lamar Anderson

Senior Consultant at Metamorphosis Financial

Lamar has more than 20 years of investment and retirement income planning expertise. He has earned several awards and accolades from Wester & Southern, Royal Bank of Canada, Liberty Life, Mass Mutual and Transamerica.

Lamar likes to give back to the community and has served on the Board of Habit for Humanity for more than 10 years. He is an Adjunct Professor as well as a Board member at Higher Ground Christian Development Bible College and Seminary. He is a member of PHI Mu Alpha and attends Heirs Christian Center Church.

Lamar is married to his wife Zipporah, a Regional Human Resource Director of Pruitt Health Care. They have two sons, Anthony and Hezekiah, and one daughter, Gabrielle, who is following in her father’s footsteps retirement income planning.

Robert Wooden

Senior Consultant at Metamorphosis Financial

Robert is a personal retirement professional who works with a range of clients, from young professionals to older adults preparing to enter retirement. Irrespective of your stage of life, a holistic approach to retirement planning, encompassing income strategies, debt elimination and legacy planning is essential. Robert strives to be a dedicated and professional consultant to his clients where he focuses on their retirement income needs, goals, and aspirations. His motto is: “Be Prepared, if not, get prepared!” as well as “A second set of eyes on your retirement is worth a Mint.”

Robert has worked in various capacities, including: precious metal commodities broker, financial specialist with Nationwide, and three years in Switzerland in the financial industry. Robert earned a bachelor’s degree in Health Systems with a minor in Finance from the University of Connecticut.

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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 Charlotte Mecklenburg Library – Mountain Island in Charlotte, NC.

This workshop meets once for 1 hour and 15 minutes. 

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

© 2023 Retire For L.I.F.E. – All Rights Reserved

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.

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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.

Licensed Insurance Professional. 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. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.

© 2023 Retire For L.I.F.E. – All Rights Reserved