Held at Platte County Community Center South | Parkville, MO | July 2021
Feel Confident & In Control With
A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP
Seats Available Now!
Registration Closes In:
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
Platte County Community Center South
8875 Clark Ave, Parkville, MO 64152
This workshop meets once for a one-hour session.
Tuesday, July 20th from 6:00 PM – 7:00 PM
OR
Thursday, July 22nd from 12:00 PM – 1:00 PM
Tuition: $39 $0*
Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance.
Matthew Schuller
President & Founder of BrightPath Wealth Management
Matthew Schuller wants to help people understand how their money is working for them and be informed about the importance of retirement planning. Matthew is a Fiduciary and a published Author for Kiplinger Financial Magazine.
Matthew spends some time traveling the country each year consulting and educating others on his Trademarked retirement process. He knows how important having a solid retirement plan is on a personal level because he’s seen loved ones who ended up being forced to work through their retirements because of bad financial advice. He doesn’t want another family to go through what some of his loved ones have gone through.
When he’s not at work, Matthew enjoys spending time with his wife, Ali, and his two boys, Beckett and Hudson. He also loves coaching, running, cheering on his Iowa Hawkeyes and doing remodeling projects.
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
- One workshop session
- 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 Platte County Community Center South in Parkville, MO.
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. BrightPath Wealth Management 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.