Many financial professionals will talk to you about a retirement product or specific tool, but that is not a plan. During Retire for L.I.F.E., we’ll show you how to:
Create a true retirement plan vs. just utilizing a retirement product.
Mitigate the five main risks in retirement.
Optimize your Social Security benefits.
Minimize taxes in retirement.
Utilize a four-bucket L.I.F.E. retirement plan.
We don’t just cover the basics during our workshop. From start to end, you’re going to be presented with a ton of information that could affect your future and your lifestyle. Don’t you think that alone is reason enough to attend?
Find a workshop location near you!
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