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Held at Palm Coast Community Center | Palm Coast, FL | October 2021

Baby Boomer Retiremen Planning Workshop

Strategies for Maximizing Your Retirement Income

Seats Available Now!
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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.

 

Location:

Held At Palm Coast Community Center
305 Palm Coast Pkwy NE, Palm Coast, FL 32137

*We will meet in the Exploration Room.

Schedule:

This workshop meets once for a one-hour session.

– Tuesday, October 19 from 6:00 PM – 7:00 PM

– Wednesday, October 20 from 6:00 PM – 7:00 PM

Tuition: $39 $0*

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance. 

About Your Presenters

Kelly J. Carter

Co-Founder & CEO of Beacon Retirement Group, Inc.

Kelly J. Carter is the co-founder/CEO of Beacon Retirement Planning Group, Inc. and has over 30 years of experience as a financial life planner. BRPG is proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. This dynamic team-based approach allows them to develop a comprehensive financial life plan that aligns each client’s values and priorities. There is no “one size fits all” strategy for retirement planning and it is important to select an advisory firm who understands what is important to you.

Prior to founding BRPG, Kelly was responsible for the formation of a financial planning and estate planning team focused on targeted income planning, tax saving strategies and tax efficient wealth transfer for clients across the country and has headed up forums for hundreds of wealth preservation seminars and thousands of retirees throughout the U.S.

Steven A. Conte

Co-Founder & President of Beacon Retirement Group, Inc.

Steven A. Conte is President of Beacon, and has 30 years of experience in corporate America, with emphasis in retirement financial planning, human resources, and operations, both domestic and international.

Steve has devoted the last 15 years of his professional career to working directly with pre-retirees and retirees, business owners, and professionals, providing alternative strategies for their retirement needs.

He has an accomplished background as a senior executive and corporate officer in companies ranging from Bristol-Myers, Schering-Plough, United Brands, and Newmont Mining Corporation. Steve has been responsible for the design, development and management of pension plans and 401 (k) plans, as well as employee benefit and compensation plans.

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 Palm Coast Community Center in Palm Coast, FL.

Tuition: $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 tuition cost.

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

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

Advisory Services offered through Change Path, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and Change Path, 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.