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Held at Morningside University (Lincoln Center) | Sioux City, IA

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

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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.

 

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Location:

Held At Morningside University (Lincoln Center)
3627 Peters Ave, Sioux City, IA 51106

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Schedule:

This workshop meets once a week for two consecutive weeks.

– Tuesdays, May 12 and May 19, 6:30 PM – 8:00 PM


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About Your Presenter

Michael Nash, CLU®, ChFC®, LUTCF

Financial Advisor & Founder of M.G. Nash Financial Solutions

Mike Nash, Founder of MG Nash Financial Solutions is a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and holds his life and health licenses along with securities registrations. He strives to impart the knowledge required for clients to make informed financial decisions. Mike understands that establishing goals and then implementing effective strategies are critical to having a reliable retirement.

Mike’s passionate about nurturing client relationships. He and his staff take a personal approach when working with clients, tailoring plans to each one’s circumstances. Solid long-term relationships are built on honesty, integrity and trust, and Mike believes in working to earn yours.

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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 Morningside University (Lincoln Center) in Sioux City, IA.

This workshop meets once a week for two consecutive weeks. 

Privacy Policy: By providing your email, phone number, and selecting “Yes” for text message reminders, you are consenting to receive communication from Retire For L.I.F.E.. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

© 2026 Retire For L.I.F.E. – All Rights Reserved

¹ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement

At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit, you may be provided with information regarding the purchase of financial products.

Securities and advisory services offered through duly registered individuals on behalf of CreativeOne Securities, LLC, Member FINRA/SIPC and Registered Investment Adviser. M.G. Nash Financial Solutions, Inc., CreativeOne Securities, LLC, and Retire For L.I.F.E. are unaffiliated companies. Licensed Insurance Professional.

Mike Nash
3214 Singing Hills Blvd.
Sioux City, IA 51106

By providing your information, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This 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. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.

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.

© 2025 Retire For L.I.F.E. – All Rights Reserved