Florida | RFL Webinar | October 2023 | ARE-15056

ABOUT | PRESENTER | AGENDA | VENUE

Important Webinar for FL Residents

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WEBINAR

Virtual Seats Available Now!
Registration Closes In:

Days

Hours

Minutes

Seconds

Seating is limited. Register today!

WHAT IS THIS VIRTUAL EVENT?

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.

This event will be held virtually. See dates and times below!

Location:

Join us from the comfort of home!

This virtual event meets once for a 45-minute session.

– Tuesday, October 03 from 7:00 PM – 7:45 PM
– Wednesday, October 04 from 12:00 PM – 12:45 PM
– Thursday, October 05 from 7:00 PM – 7:45 PM

About Your Presenter

Allen Trimble

Ganan Insurance Group | Secure Money Solutions

Allen Trimble is the owner and president of Ganan Insurance Group, Inc., an independent agency providing clients with personalized strategies for retirement income.

Allen helps clients create risk-managed retirement approaches and guaranteed income strategies through the use of tax-efficient methods, retirement income planning and legacy planning. He is passionate about helping retirees align their goals with reliable retirement income plans. Allen’s well-established strategic partnerships with attorneys and tax professionals allow Secure Money Solutions to provide clients with customized strategies designed to each client’s unique goals and needs. The end result: reliable strategies and satisfied customers.

About Retire For L.I.F.E.

The goal of this virtual event 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 Webinar.

This virtual seminar meets once for a 45-minute session.

Online Form - Florida | RFL Webinar | October 2023 | ARE-15056

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

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

CA License #: 0C99626

Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Secure Money Strategies, Inc. are unaffiliated entities.

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.