La Grange, KY | Retire For L.I.F.E. | April 2022

ABOUT | PRESENTER | AGENDA | VENUE

Held at Oldham County Country Club | La Grange, KY | April 2022

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING DINNER 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 Oldham County Country Club
1870 Country Club Ln., La Grange, KY 40031

MENU
Enjoy a fully catered barbeque dinner by Big R’s & Shannon’s BBQ along with a selection of adult beverages.

This workshop meets once for an hour and 30 minute session.

– Tuesdays, April 26 and May 03, 6:30 PM – 8:00 PM

– Thursdays, April 28 and May 05, 6:30 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

Ryan Oliver

Owner of Oliver Financial

Ryan started his career in 2001 helping families with term life insurance. After spending 4 years as a successful life agent, Ryan crossed over to fee based financial planning in 2005 with Waddell & Reed utilizing his Series 6, 63, and 65 license. In 2008 Ryan accepted a position with Nationwide Financial as Investment Advisor Representative with several local insurance agencies, providing life insurance and financial services to their clients. In May of 2011 Ryan made the decision to be an independent and build his own agency from scratch. Today, Oliver Financial serves over 100 clients in all stages of life and retirement planning, each with unique circumstances. Whether you are just getting started, or it’s time to make some big decisions we are here to help!

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

One workshop session and a complimentary dinner
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 Oldham County Country Club in La Grange, KY.

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

This workshop meets once for an hour and 30 minute session. Couples may attend for a single cost.

Online Form - La Grange, KY | Retire For L.I.F.E. | April 2022

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

No alcohol is allowed in the presentation room.

Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Investment Advisory services offered through Sigma Planning Corporation (SPC), a registered investment advisor. Oliver Financial is independent of Parkland Securities, LLC & SPC.

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.