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

Register Now!

Held at University of North Florida | Jacksonville, FL | October 2021

Baby Boomer Retirement Planning Workshop

Strategies for Maximizing Your Retirement Income

Seats Available Now!
Registration Closes In:

Days
Hours
Minutes
Seconds
REGISTER NOW

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 you may be able to incorporate health care, inflation and their considerations into your overall plan. Upon completion, we hope you’ll be better prepared to take the necessary steps to create your own retirement income strategy.

 

REGISTER NOW

Location:

Held At University of North Florida
12000 Alumni Dr, Jacksonville, FL 32224

*We will meet in the Adam W. Herbert University Center.

VIEW MAP

Schedule:

This workshop meets once a week for two consecutive weeks.

– Tuesdays, October 19 and October 26, 6:30 PM – 9:00 PM

– Thursdays, October 21 and October 28, 6:30 PM – 9:00 PM

Tuition: $39 $0*

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

Register Now!

About Your Presenter

John Donnelly

DS Drelich & Associates

John focuses on creating retirement income plans for clients. He works closely with estate planning attorneys and assists with seminars of the same topic. He has a passion for helping his clients properly plan for their financial futures and is dedicated to serving them.

John’s hobbies include participating in triathlons. He has finished several sprints, Olympic, half-Ironmans and one full Ironman. He also enjoys trout fishing and riding the ATV at the family cabin in the Blue Ridge Mountains.

Reserve Your Spot

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 more 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 University of North Florida in Jacksonville, FL.

Tuition: $39 $0*

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

This workshop meets once a week for two consecutive weeks. Couples may attend for a single tuition cost.

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

© 2021 Retire For L.I.F.E. – All Rights Reserved

Securities offered through Client One Securities, LLC Member FINRA/SIPC. D.S. Drelich and Associates and Client One Securities, LLC are not affiliated.

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.

Find a workshop location near you!

Search

Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.

Licensed Insurance Professional. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 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. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.

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