Florence, KY | Retire For L.I.F.E. Workshop | September 2021

ABOUT | PRESENTER | AGENDA | VENUE

Held at Indiana Wesleyan University | Florence, KY | September 2021

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

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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 Indiana Wesleyan University
600 Meijer Dr Suite 200, Florence, KY 41042

This workshop meets once for a 1 1/2-hour session.

– Tuesday, September 21 from 11:00 AM – 12:30 PM

– Tuesday, September 21 from 6:00 PM – 7:30 PM

Tuition: $39 $0*

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

About Your Presenters

Matthew Schuller

Owner and Founder of BrightPath Wealth Management

Matthew Schuller wants to help people understand how their money is working for them and be informed about the importance of retirement planning. Matthew is a Fiduciary and a published Author for Kiplinger Financial Magazine.

Matthew spends some time traveling the country each year consulting and educating others on his Trademarked retirement process. He knows how important having a solid retirement plan is on a personal level because he’s seen loved ones who ended up being forced to work through their retirements because of bad financial advice. He doesn’t want another family to go through what some of his loved ones have gone through.

When he’s not at work, Matthew enjoys spending time with his wife, Ali, and his two boys, Beckett and Hudson. He also loves coaching, running, cheering on his Iowa Hawkeyes and doing remodeling projects.

Kevin Bard

Owner and Founder of Creative Asset Solutions

Kevin Bard, Owner and Founder of Creative Asset Solutions, is a respected financial consultant, educator and author. He is a Series 65 investment adviser representative and holds firm to his fiduciary responsibilities. In addition, he is a Chartered Federal Employees Benefits Consultant (CHFEBC) and holds his life and health insurance licenses in multiple states.

Kevin believes everyone deserves their own custom-made financial strategy, and that’s what he leads his firm to provide for clients. He is a long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureaus, maintaining an A+ rating since starting Creative Asset Solutions in August 2001.

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 Indiana Wesleyan University in Florence, KY.

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

This workshop meets once for a 1 1/2-hour session. Couples may attend for a single tuition cost.

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

Investment advisory services offered through ChangePath LLC, a Registered Investment Advisor. Insurance services are offered through Creative Asset Solutions. Creative Asset Solutions and ChangePath, LLC are unaffiliated.

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.