Chattanooga, TN | RFL Seminar | July 2024 | ARE-16656

ABOUT | PRESENTER | AGENDA | VENUE

Held at Miller-Motte College | Chattanooga, TN | July 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 Miller-Motte College
6397 Lee Hwy, Suite 100, Chattanooga, TN 37421

*This event will take place in Room 106.

This seminar meets once for a 2-hour session.

– Thursday, July 25 from 6:00 PM – 8:00 PM

About Your Presenter

Shawn Rogers

Blue Bridge Wealth

Blue Bridge Wealth is a boutique-sized firm offering personalized attention to clients who are ready to be proactive about protecting their financial and retirement futures. With a focus on knowledge-sharing, Shawn loves to work with clients and inspire them to have their own “ah-ha moments” so they can see how planning today can pay off in the future. He regularly holds seminars and webinars to share his knowledge so that people can begin the process of helping themselves with his guidance.

Shawn strives to provide honest, genuine and caring expertise during each client interaction. He applies his corporate America experience and real-world financial know-how to offer customized strategies. He has an excellent grasp of what works, what doesn’t and how to identify pitfalls. His extensive 20-year corporate and commercial banking background sets him apart from other advisors and offers clients added insight into the world of finance.

He earned a bachelor’s degree in Business Administration from Middle Tennessee University, a master’s degree in business administration from the University of Tennessee at Chattanooga, and a graduate degree in banking from LSU Banking School.

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 Miller-Motte College in Chattanooga, TN.

This seminar meets once for a 2-hour session.

Online Form - Chattanooga, TN | RFL Seminar | July 2024 | ARE-16656

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

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

² https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

³ https://www.ssa.gov/cola/

Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. RWA and Blue Bridge Wealth are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Licensed Insurance Professional.

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.