Ridgeland, MS | Retire For L.I.F.E. Workshop | August 2024

ABOUT | PRESENTER | AGENDA | VENUE

Held at Holmes Community College | Ridgeland, MS

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT 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 comprehensive 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 Holmes Community College
412 W Ridgeland Ave, Ridgeland, MS 39157

We will meet in the McGowan Workforce Training Center.

This workshop meets once a week for two consecutive weeks.

– Tuesdays, August 06 and August 13, 6:30 PM – 9:00 PM

About Your Presenters

John Hays

American Seniors Benefit, Inc.

Having been in the industry for over three decades, John Hays is passionate about serving his clients and ensuring integrity within those relationships. His personal service provided to each client is paired with expertise in retirement income and estate planning.

John strives to create relationships built on confidence, so that clients feel assured he is not only there to help them through the decision-making process, but also available to assist their spouses and children during times of need.

Outside of work, John is a committed family man to his wife Lisa and two sons, David and Daniel. As a family, they enjoy spending time together traveling and spending weekends at the lake jet skiing. He also spends time riding his motorcycle and working his acreage in the country. In addition, John is a board member and treasurer for Teen Challenge, an organization dedicated to changing the lives of teens and adults.

Randall J. White, MBA, ChFC

Investment Counsel at American Seniors Benefit, Inc.

Randall joined ASB in 2018 to continue growing her skills. She is passionate about providing clients with honest and dedicated service to help them define and meet their retirement-income goals. She is a graduate of Mississippi State University with three degrees: a Bachelor of Business Administration in Marketing, Quantitative Analysis and Business Law, a Bachelor of Business Administration in Risk Management, Insurance and Financial Planning and a Master of Business Administration.

Randall was inspired by her father’s passion and success in helping others with their retirement income planning and joined SBS of Mississippi with the intent of carrying the deep-rooted values of the business into the next generation. She is dedicated to overcoming and learning from each challenge of the industry and is enthusiastic about expanding her expertise to benefit her clients.

Randall garners her talents, industry proficiency and business knowledge to deliver an experience that leaves clients feeling satisfied and empowered. “My dad, Randy, set a high bar for what our clients should expect, so I challenge myself every day to go above and beyond those expectations because our clients deserve the very best,” said Randall.

Outside of the office, Randall enjoys spending time with her husband, Chris, traveling to new places, and hanging out with her British labs, Scarlett, Bryn, and Purdey. She’s active in her sorority alumna club, local Mississippi State chapter, and Junior League of Jackson.

About Retire For L.I.F.E.

The goal of this presentation 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 Presentation at Holmes Community College in Ridgeland, MS.

This workshop meets once a week for two consecutive weeks.

Online Form - Ridgeland, MS | Retire For L.I.F.E. Workshop | August 2024 | ARE-16598

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¹ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement

Investment advisory services offered through CreativeOne Wealth, LLC an Investment Advisor. American Seniors Benefits, Inc. and CreativeOne Wealth, LLC are not affiliated.

By providing your information, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This 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. 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. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.