Thanks for signing up for our upcoming virtual workshop!

You’ve successfully registered for our virtual workshop. Thanks!

We can’t wait to meet you and hear about your retirement goals. Remember, this virtual 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. As this virtual workshop is taking place online, your presenter, Greg Lavelle, MBA, will have their team reach out to you prior to the workshop to confirm your registration, provide you with the link and instructions to join the webinar and see if you have any questions or specific topics you would like to see covered. We will need to contact you to provide you with information on how to join. If you have any questions, please reach out to us at [email protected].

Tuesday, October 12 at 1:00 PM EST: https://us02web.zoom.us/j/87203029664?pwd=VXZpazNQMkxwUW00MThrZ1haakE0Zz09

Thursday, October 14 at 1:00 PM EST: https://us02web.zoom.us/j/85803159715?pwd=czNrRGVUZUdHb1FhZjFzalFoTDExZz09

Things to Remember:

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

  • This webinar meets on Tuesday, October 12 AND Thursday, October 14. Registrants should attend both dates.
  • It will be taking place virtually. We’ll be in touch with you to make sure you know how to join.
  • Think about your current retirement income situation and how you’d like to see it improve. Bring questions!

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

Securities offered through Client One Securities, LLC Member FINRA/SIPC. Retirement Advisers 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.

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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