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Held at Gatton College of Business & Economics | Lexington, KY

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

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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.

 

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Location:

Held At Gatton College of Business & Economics
550 S Limestone, Lexington, KY 40506

*This workshop will be held in Room 235.

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Schedule:

This workshop meets once for a one-hour session.
– Wednesday, November 09 from 6:00 PM – 7:00 PM
– Thursday, November 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. 

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About Your Presenter

Johnathon Davis

JT Davis Asset Management

Johnathon graduated from the University of Kentucky in 1991, where he was a three-year letter winner with the UK Wildcat basketball team. While there, he earned a Bachelor of Arts degree in Business Marketing with an emphasis on Business Management.

Mr. Davis has previously been registered as an Investment Company Products Principal (series 6, 63, and 26) with FINRA and is currently registered as a Uniform Investment Advisor (series 65) with the Commonwealth of Kentucky.

Since 1992, Mr. Davis has been a licensed member of the financial services community. He has served in several different capacities, including Vice President and commercial lender with a Fortune 500 bank.

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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 Gatton College of Business & Economics in Lexington, 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 a one-hour 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.

© 2022 Retire For L.I.F.E. – All Rights Reserved

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.

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.

© 2025 Retire For L.I.F.E. – All Rights Reserved