Thanks for signing up for our upcoming event!

You’ve successfully registered for our seminar. Thanks!

We can’t wait to meet you and hear about your retirement goals. Remember, this event 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. Your presenter, Jonathan Pyne, will reach out to you prior to the seminar to confirm your registration and see if you have any questions or specific topics you would like to see covered. If you have any questions, please reach out to us at [email protected].

Things to Remember:

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

  • This seminar meets once for a 1.5-hour session.
  • Consider bringing a light snack and water.
  • All material will be provided, including books and writing utensils.
  • Think about your current retirement income situation and how you’d like to see it improve. Bring questions!

Event Details:

Event Venue: Plymouth Community Center

Venue Address: 14800 34th Ave N, Plymouth, MN 55447

Additional Notes: The seminar on 3/12 will take place in the Aspen Room. The seminar on 3/14 will take place in the Birch Room. Please arrive 15 minutes early to allow time to park, check-in and be seated.

© 2024 Retire For L.I.F.E. – All Rights Reserved

Registered Representative of an securities offered through Berthel Fisher and Company Financials Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Evergreen Financial Group, BFCS and BPC Planning, Inc. are independent entities.

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.

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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