Held at Fullerton College | Fullerton, CA | February 2025

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

Seats Available Now!
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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 Fullerton College
321 E Chapman Ave, Fullerton, CA 92832

Schedule:

This seminar meets once for a two-hour session.

– Saturday, February 15 from 10:00 AM – 12:00 PM

– Saturday, February 22 from 10:00 AM – 12:00 PM

About Your Presenter

Mark Billes

President of Safe and Secure Retirement and Insurance Services

Mark Billes, RICP, Financial Advisor and insurance agent. He is the President and founder of Safe and Secure Retirement and Insurance Services. Mark got into the financial services industry in 2002 after working in the music business for 20 years. Upon deciding to leave the music industry he began planning his own retirement. As he delved into planning, he was fascinated by the process and all its complexity. Mark realized his training and skills that he developed and as Tour Accountant and Tour Manager for international recording artists were complimentary to the skills needed in Retirement and Income Planning. Mark then decided that helping others clarify and simplify their own retirement planning would become his “Act II.”

Mark is fulfilling his dream and helping those in or near retirement figure out how they can achieve their own goals. Mark has a B.B.A. from Western Michigan University. He also holds California insurance license No. 0D73605, has a California real estate license and has a Series 65. These allow him to focus on strategies that help his clients preserve and protect their nest eggs, while striving to grow them while balancing risk and volatility.

Mark aims to help his clients understand the planning process in order to help increase their confidence and sense of empowerment in knowing their money is working efficiently, without unnecessary risk, and putting them in the best positions for success. He has been featured in multiple media outlets, including 1200 AM Money Radio.

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 Fullerton College in Fullerton, CA.

This seminar meets once for a two-hour session. 

Privacy Policy: By providing your email, phone number, and selecting “Yes” for text message reminders, you are consenting to receive communication from Retire for L.I.F.E. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

© 2025 Retire For L.I.F.E. – All Rights Reserved

¹ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement

CA License #0D73605

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. 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. Attend and learn how insurance products can be used in various stages of retirement income planning. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.