Owasso, OK | RFL Seminar | September 2023 | ARE-14837

ABOUT | PRESENTER | AGENDA | VENUE

Held at Tulsa Community College — Owasso Campus | Owasso, OK | September 2023

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

Seats Available Now!
Registration Closes In:

Days

Hours

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Seating is limited. Register today!

WHAT IS THIS PRESENTATION?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance presentation 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 Tulsa Community College — Owasso Campus
10800 N 140th E Ave, Owasso, OK 74055

*This event will take place in room #1325.

This seminar meets once for a two-hour session.
– Tuesday, September 12 from 6:30 PM – 8:30 PM

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

About Your Presenter

Chuck Bigbie, CLU, ChFC, CFP®

Woodland Wealth Management

As a Wealth Manager, Chuck takes the time to examine each client’s individual values, interests, relationships and goals. With a passion for educating, Chuck also offers informational seminars and classes regarding retirement for his clients.

Chuck began his career in 1983 as a retirement representative with a large insurance company. He received his B.S. Degree in Chemical Engineering from the University of Tulsa. Chuck furthered his education in the Financial Planning industry by obtaining his CLU, ChFC, CFP and LUTCF from the College of Financial Planning. He also holds Series 7, 65 and 24 securities registrations.

With a focus on meeting each client’s goals, Chuck is qualified to lead his clients on their Wealth Management journey.

About Retire For L.I.F.E.

The goal of this presentation 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 Event at Tulsa Community College — Owasso Campus in Owasso, OK.

This seminar meets once for a two-hour session. 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 seminar confirmation purposes.

Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management,Inc. a Registered Investment Advisor.

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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.