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Event Date

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We can’t wait to meet you and hear about your retirement goals. Remember, this virtual event is about asking questions, and about learning what options are available when you’re planning your retirement income strategy. Not every option will be right for every person, so it’s good to speak with your financial advisor before you make any decisions. Retirement 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. As this virtual seminar is taking place online, our team will reach out to you prior to the event to confirm your registration, provide you with the link and instructions to join online, and see if you have any questions or specific topics you would like to see covered. We will need to contact you to provide you with information on how to join. 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 event meets once for a 45-minute session.
  • This event will take place online. Join from anywhere with internet access!
  • Think about your current retirement income situation and how you’d like to see it improve. Bring questions!

© 2023 Retire For L.I.F.E. – All Rights Reserved

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