Held at Elgin Community College | Elgin, IL

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
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Seating is limited. Register today!

WHAT IS THIS WORKSHOP?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop 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 Drive, Elgin, IL 60123

*This event will take place in the Business Center in Building E.

Schedule:

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

Registration Fee: $39 $0*

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance. 

About Your Presenter

Nathan Chapel & Scott Svoboda

Financial Advisors & Co-Founders 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.

About Your Presenter

Scott Svoboda

Financial Advisors & Co-Founders 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 workshop 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 Workshop at Elgin Community College in Elgin, IL.

Registration Fee: $39 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This workshop meets once for a 1.5-hour session. Couples may attend for a single cost.

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

© 2022 Retire For L.I.F.E. – All Rights Reserved

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC an SEC Registered Investment Adviser.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. 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.