La Grande, OR | Retire For L.I.F.E. Workshop | March 2022

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 Eastern Oregon University | La Grande, OR | March 2022

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

Days

Hours

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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 Eastern Oregon University
Ackerman Hall, 8th St, La Grande, OR 97850

*We will meet in Ackerman Hall.

This workshop meets once for a one-hour session.

– Tuesdays, March 8 from 6:00 PM – 7:00 PM

– Thursdays, March 10 from 11:00 AM – 12:00 PM

– Thursdays, March 10 from 6:00 PM – 7:00 PM

Registration Fee: $39 $0*

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

About Your Presenter

Melinda Wells

Founder at Walker • Wells Insurance, Investment & Financial Advisory Firm

Melinda Wells, Founder at Walker • Wells Insurance, Investment & Financial Advisory Firm, works with people from all levels of income to provide common-sense advice and to help understand one’s own financial situation for today and the future.

Since 1999, Melinda has been committed to building strategies together with her clients, whether one on one or in the classroom. Melinda holds her Series 6, 63 and 65 securities licenses, is a registered representative, an investment advisor rep and is a licensed insurance agent for life and health in AK, AZ, ID, MN, ND, OR, SC & WA.

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 Eastern Oregon University in La Grande, OR.

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 session. Couples may attend for a single cost.

Online Form - La Grande, OR Retire For L.I.F.E. Workshop | March 2022 | ARE-11652

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

Securities and Advisory Services offered through American Independent Securities Group, LLC (AISG) Member FINRA/SIPC and an SEC Registered Investment advisor. Melinda Wells/Walker Wells and American Independent Securities Group are not affiliated.

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.