Norco, CA | Retire For L.I.F.E. Workshop | July 2024

ABOUT | PRESENTER | AGENDA | VENUE

Held at Norco College | Norco, CA

Feel Confident & In Control With

A RETIREMENT INCOME PLANNING EVENT

Seats Available Now!
Registration Closes In:

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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 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 Norco College
2001 Third St, Norco, CA 92860

This workshop meets once for a two-hour session.

– Saturday, July 20 at 10:00 AM – 12:00 PM

– Monday, July 22 at 6:00 PM – 8:00 PM

About Your Presenter

Mark Billes

President of Safe and Secure Retirement and Insurance Services

Mark Billes, RICP, Financial Advisor and insurance agent. He is the President and founder of Safe and Secure Retirement and Insurance Services. Mark got into the financial services industry in 2002 after working in the music business for 20 years. Upon deciding to leave the music industry he began planning his own retirement. As he delved into planning, he was fascinated by the process and all its complexity. Mark realized his training and skills that he developed and as Tour Accountant and Tour Manager for international recording artists were complimentary to the skills needed in Retirement and Income Planning. Mark then decided that helping others clarify and simplify their own retirement planning would become his “Act II.”

Mark is fulfilling his dream and helping those in or near retirement figure out how they can achieve their own goals. Mark has a B.B.A. from Western Michigan University. He also holds California insurance license No. 0D73605, has a California real estate license and has a Series 65. These allow him to focus on strategies that help his clients preserve and protect their nest eggs, while striving to grow them while balancing risk and volatility.

Mark aims to help his clients understand the planning process in order to help increase their confidence and sense of empowerment in knowing their money is working efficiently, without unnecessary risk, and putting them in the best positions for success. He has been featured in multiple media outlets, including 1200 AM Money Radio.

About Retire For L.I.F.E.

The goal of this event 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 income 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 Norco College in Norco, CA.

Online Form - Norco, CA | Retire For L.I.F.E. Workshop | July 2024 | ARE-16549

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

Investment advisory services are offered through Retirement Investment Advisors, Inc., a Registered Investment Advisor in the State of California. Insurance products and services are offered through Safe and Secure Retirement Insurance Services, an affiliated company. Retirement Investment Advisors and Safe and Secure Retirement Insurance Services are not affiliated with or endorsed by the Social Security Administration or any other government agency. We do not provide tax or legal advice or services.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

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.