Scottsdale, AZ | RFL Seminar | October 2024 | ARE-17628

ABOUT | PRESENTER | AGENDA | VENUE

Held at McDowell Mountain Ranch Aquatic & Fitness Center | Scottsdale, AZ | October 2024

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 McDowell Mountain Ranch Aquatic & Fitness Center
15525 N Thompson Peak Pkwy, Scottsdale, AZ 85260

This seminar meets once for a 1.5-hour session.
– Tuesday, October 22 from 6:00 PM – 7:30 PM

About Your Presenter

Chris Lutzell

Grand Canyon Planning Associates

Christopher Lutzel has worked in the financial industry for over 25 years, starting as a life insurance agent in 1990 and holds his Arizona insurance license. Since 1994, Chris has been a Registered Representative and an Investment Advisor Representative with significant wirehouses, a regional brokerage firm, and currently as an independent. He has Series 7 General Securities Representative and Series 63/65 Uniform Security Agent State Law registrations.

His primary focus is on:

– Accumulation and distribution phase of retirement planning

– Legacy planning including working with attorneys for wills, trusts, and powers of attorney

– Tax efficiency planning strategies to help reduce taxable income

Additionally, he is a Volunteer Veterans Advocate, helping veterans and their families obtain the Aid & Attendance and Housebound pension benefits. Chris is also on the Board of Directors, and Treasurer for the Arizona Elk Society, a local 501(c)3 non-profit organization to improve Arizona’s wildlife and habitat.

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 Presentation at McDowell Mountain Ranch Aquatic & Fitness Center in Scottsdale, AZ.

This seminar meets once for a 1.5-hour session.

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

¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.ssa.gov/cola/

Securities and Advisory Services offered through Creative One Securities, LLC Member FINRA/SIPC and an investment advisor. Grand Canyon Planning Associates, LLC and Creative One Securities, LLC are not affiliated.

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. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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 consult a local Social Security Administration office, or visit www.ssa.gov.