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Held at Plymouth Community Center | Plymouth, MN | April 2023

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

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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.

 

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Location:

Held At Plymouth Community Center
14800 34th Ave N, Plymouth, MN 55447

*This workshop will take place in the Aspen Room.

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Schedule:

This workshop meets once for a 1.5-hour session.

– Tuesday, April 25 from 6:30 PM – 8:00 PM
– OR –
– Thursday, April 27 from 6:30 PM – 8:00 PM

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About Your Presenter

Jonathan Pyne

Founder of Evergreen Financial Group

Jonathan Pyne, Founder of Evergreen Financial Group, started in the industry in 1994 with the mission of providing quality investment and financial planning services to individuals and organizations.

Prior to Evergreen, he was a Methodist Pastor and Interim Director of the Children’s Cancer Research Fund at the University of Minnesota. These careers brought home the need for financial literacy within the community.

Jonathan’s favorites parts of the job are interacting with clients and problem solving. He focuses on the creation and maintenance of retirement income plans. He has an undergraduate degree from Hamline University and a master’s from Princeton. Jonathan is a native Minnesotan and lives in Wayzata with his wonderful wife Carla, and their Golden Retriever, Boe.

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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 Plymouth Community Center in Plymouth, MN.

This workshop meets once for a 1.5-hour session.

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

© 2023 Retire For L.I.F.E. – All Rights Reserved

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

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