Mooresville, NC | RFL Seminar | May 2024 | ARE-16215

ABOUT | PRESENTER | AGENDA | VENUE

Held at Charles Mack Citizen Center | Mooresville, NC | May 2024

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

Seats Available Now!
Registration Closes In:

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Hours

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Seating is limited. Register today!

WHAT IS THIS PRESENTATION?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance presentation 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 Charles Mack Citizen Center
215 N Main St, Mooresville, NC 28115

This workshop meets once for a one-hour session.
– Thursday, May 02 from 6:00 PM – 7:00 PM
– Monday, May 06 from 6:00 PM – 7:00 PM

About Your Presenters

Zar Razack | Managing Partner

Purpose Driven Financial Services

Zar Razack’s mission is to use his blessings to enrich others’ lives, a principle that has guided him through more than two decades in finance. His expertise in designing retirement strategies empowers clients to pursue their aspirations with confidence and fulfill their purpose.

As the Managing Partner at Purpose Driven Financial Services, Zar’s commitment to education ensures his clients are equipped to make informed decisions. In 2011, he founded Purpose Driven Financial Services, extending his reach across 22 states to protect client assets and enhance understanding. Zar values the transformative “aha moment” when clients grasp their financial pathways. His approach combines deep industry knowledge with a passion for teaching, reflecting his firm belief in the power of informed financial planning.

Stuart Hunsicker | Managing Partner

Purpose Driven Financial Services

Stuart is a retirement specialist and federal employee benefits specialist at PDFS. Stuart considers himself more of the analytical and numbers half of the duo. With more than 20 years of experience in the financial services industry, he has expertise in assessing each individual person’s situation and deducing how much they may need for a successful retirement. Once he arrives at the target number, Zar steps in to help design a plan that includes specific elements that will help clients reach that number.

As a VCU-Richmond graduate with a degree in finance, specializing in business, Stuart has seen nearly every side of the financial industry. He now considers retirement his focal point and believes in making sure that each client is prepared for retirement before they move to the next step. Once the retirement strategy is put into place, the rest is icing on the cake, helping give the client confidence in retirement.

About Retire For L.I.F.E.

The goal of this presentation 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 Presentation at Charles Mack Citizen Center in Mooresville, NC.

This workshop meets once for a one-hour session.

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

¹ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

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.