Norco, CA | Retire For L.I.F.E. Workshop | July 2024 | ARE-16549 – Thank You

Thanks for signing up for our upcoming event!

You’ve successfully registered for our seminar. Thanks!

We can’t wait to meet you and hear about your retirement goals. Remember, this seminar is about asking questions, and about learning what options are available when you’re planning your retirement income strategy. Not every option will be right for every person, so it’s good to speak with your financial advisor before you make any decisions. Retirement For L.I.F.E. will give you background and context as you begin your retirement journey; it’s designed to increase financial literacy and to help Baby Boomers navigate the complex world of retirement.

We will send you a confirmation and reminder email with your registration details. Your presenter, Mark Billes, will reach out to you prior to the event to confirm your registration and see if you have any questions or specific topics you would like to see covered. If you have any questions, please reach out to us at [email protected].

Things to Remember:

We know your schedule is busy, so here are some important things to keep in mind as the dates approach:

This workshop meets once for a one-hour session.
Consider bringing a light snack and water.
All material will be provided for your workshop, including books and writing utensils.
Think about your current retirement income situation and how you’d like to see it improve. Bring questions!

Event Details:

Event Venue: Norco College

Venue Address: 2001 Third St, Norco, CA 92860

Additional Notes: We will be meeting in the Humanities Building, Room 102. You can view a Norco campus map here: https://bit.ly/3VXn7gw

Investment advisory services are offered through Retirement Investment Advisors, Inc., a Registered Investment Advisor in the State of California. Insurance products and services are offered through Safe and Secure Retirement Insurance Services, an affiliated company. Retirement Investment Advisors and Safe and Secure Retirement Insurance Services are not affiliated with or endorsed by the Social Security Administration or any other government agency. We do not provide tax or legal advice or services.

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.

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.