Held at the Nevada County Association of Realtors | Grass Valley, CA

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

Days
Hours
Minutes
Seconds

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 Nevada County Association of Realtors
336 Crown Point Cir, Grass Valley, CA 95945

Schedule:

This workshop meets once for a two-hour session.

Thursday, June 8 from 6:00 p.m. – 8:00 p.m.

– OR –

Saturday, June 10 from 10:00 a.m. – 12:00 p.m.

About Your Presenter

Marc Cuniberti

Host of Money Matters Financial Radio Show

Marc Cuniberti is the founder of BAP Insurance Company and the host of Money Matters radio on 67 stations nationwide. Marc has a unique ability to explain in the simplest of terms what’s really going on in the markets, and what everything means in language even the novice can understand. Marc wants his clients to be informed about investing, market volatility, and the potential impact on one’s retirement income.

Marc is a financial and insurance columnist for five newspapers, including the Union News in Nevada County. Marc graduated in 1979 from SDSU with a degree in economics with honors.

CA License #0L34249

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 Nevada County Association of Realtors in Grass Valley, CA.

This workshop meets once for a two-hour session. 

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

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

Advisory services are offered by Hudson Financial Services, Inc. DBA Vantage Financial Group a Registered Investment Advisor in the State of California.

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.