Elgin, IL | RFL Seminar | June 2024 | ARE-16482

ABOUT | PRESENTER | AGENDA | VENUE

Held at Elgin Community College | Elgin, IL | June 2024

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

Seats Available Now!
Registration Closes In:

Days

Hours

Minutes

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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 Elgin Community College
1700 Spartan Dr, Elgin, IL 60123

*We will meet in the Business Center in Building E.

This seminar meets once for a 1.5-hour session.
– Thursday, June 20 from 6:30 PM – 8:00 PM
– Tuesday, June 25 from 6:30 PM – 8:00 PM

About Your Presenters:

Nathan Chapel

Financial Advisor & Co-Founder of Tru Financial Strategies

As Financial Advisor & Co-Founder at Tru Financial Strategies, Nathan Chapel helps clients achieve financial stability by providing a truly unique, holistic approach to clients’ financial plans.

Nathan works diligently to ensure clients’ retirement plans, including income from assets, Social Security, Medicare, long-term care insurance, and estate planning are done properly and are all working together to meet their retirement goals. Nathan holds his Series 65 securities license, and serves as a fiduciary advisor.

Scott Svoboda

Financial Advisor & Co-Founder of Tru Financial Strategies

Scott Svoboda serves as a Financial Advisor & Co-Founder at Tru Financial Strategies, focusing on helping clients as they enter the distribution phase of their financial planning.

Scott holds his Series 65 securities license and serves as a financial advisor with fiduciary responsibility and provides a truly unique, holistic approach to clients’ financial plans. Scott works tirelessly to ensure clients’ retirement plans, including income from assets, Social Security, and defined benefit pensions are coordinated properly with a goal of their retirement income lasting a lifetime.

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 Elgin Community College in Elgin, IL.

This seminar meets once for a 1.5-hour session.

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

¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.ssa.gov/cola/

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.