Elgin, IL | RFL Seminar | June 2024 | ARE-16482 – Thank You

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We can’t wait to meet you and hear about your retirement goals. Not every option will be right for every person, so it’s good to speak with your financial advisor before you make any decisions. Retire 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. We will reach out to you prior to the event 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 seminar meets once for a 1.5-hour session.
A light snack and water will be provided.
All material will be provided including books and writing utensils.
Think about your current retirement income situation and how you’d like to see it improve.

Event Details:

Event Venue: Elgin Community College

Venue Address: 1700 Spartan Dr, Elgin, IL 60123

Additional Notes: This event will take place in the Business Center in Building E. Please arrive 15 minutes early to allow time to park, check-in and be seated.

Investment advisory services are offered through Royal Fund Management, LLC a Registered Investment Adviser. Royal Fund Management, LLC and Tru Financial Strategies are unaffiliated entities. 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.