Cumming, GA – September 2021 | Retire For L.I.F.E. Workshop | ARE-10370 – Thank You

Thanks for signing up for one of our upcoming workshops!

You’ve Successfully registered for our workshop. Thanks!

We can’t wait to meet you and hear about your retirement goals. Remember, this workshop 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, Davey Bales, will reach out to you prior to the workshop 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 two-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!

Lanier Technical College does not sponsor or endorse this event.

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Bales Financial Group and RWA are not affiliated.

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.

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.