Eric Rolshoven | Hamilton Retire For L.I.F.E. Workshop

COVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

ABOUT | PRESENTER | AGENDA | VENUE

Held at Bitterroot Public Library | Hamilton, MT | Feb. 2, 2021 from 6:15 p.m. to 8:00 p.m.

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 Bitterroot Public Library
306 State St, Hamilton, MT 59840

*The workshop will be held in the Group Meeting Room on the lower level.

This workshop meets once for a one-hour and 45-minute session.

– Wednesday, February 2 from 6:15 PM – 8:00 PM

Registration Fee: $39 $0*

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

About Your Presenter

Eric Rolshoven

Treasure State Retirement Planning

Eric Rolshoven is the Founder of and Senior Financial Advisor at Treasure State Retirement Planning, an independent investment management firm focused on enhancing people’s financial scenery. Dedicated to helping people with their financial concerns and goals, he has expertise in providing comprehensive and personalized financial planning that encompasses all elements of a person’s life, from the immediate needs to their long-term goals.

Eric is passionate about helping people work toward and live in their retirement years on their terms. Recognizing that everyone’s economic and life situation is unique, he believes personalized service is essential when matching clients with the right financial products and services. His primary focus is to provide unbiased advice and develop individualized strategies that are designed to help clients pursue long-term results.

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

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

This workshop meets once for a one-hour and 45-minute session. Couples may attend for a single cost.

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

Montana Insurance License #62592

Securities and Advisory Services offered through American Independent Securities Group, LLC. (AISG). Member FINRA/SIPC. AISG is an SEC Registered Investment Advisor. Treasure State Retirement Planning, Inc is not affiliated with AISG.

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.