Lexington, KY | Retire For L.I.F.E. 2-Day Workshop | October 2022 ARE-12953 – Thank You

Thanks for signing up for our upcoming workshop!

You’ve successfully registered for our workshop. Thanks!

We can’t wait to meet you and hear about your retirement goals. Remember, this workshop is about asking questions, and about learning what options are available when you’re planning your retirement income strategy. Not every option will be right for every person, so it’s good to speak with your financial advisor before you make any decisions. Retirement For L.I.F.E. will give you background and context as you begin your retirement journey; it’s designed to increase financial literacy and to help Baby Boomers navigate the complex world of retirement.

We will send you a confirmation and reminder email with your registration details. Your presenter, Johnathon Davis, will reach out to you prior to the workshop to confirm your registration and see if you have any questions or specific topics you would like to see covered. If you have any questions, please reach out to us at [email protected].

Things to Remember:

We know your schedule is busy, so here are some important things to keep in mind as the dates approach:

This workshop meets once a week for two consecutive weeks.
Consider bringing a light snack and water.
All material will be provided for your workshop, including books and writing utensils.
Think about your current retirement income situation and how you’d like to see it improve. Bring questions!

Event Details:

Event Venue: Gatton College of Business & Economics

Venue Address: 550 S. Limestone Ave., Lexington, KY 40506

This event will be held in Classroom 257.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Investment advisory services offered through American Capital Management, Inc., 4222 Grantline Rd., New Albany, IN, 47150, a Registered Investment Advisor offering advisory services in the state of KY and in other jurisdictions where registered or exempted. Registration does not imply a certain level of skill or training. JT Davis Asset Management is independent of American Capital Management.

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.