River Falls | Retire For L.I.F.E. Workshop | March 2022

COVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

ABOUT | PRESENTER | AGENDA | VENUE

Held at St. Croix Valley Business Innovation Center | River Falls, WI | March 2022

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

Days

Hours

Minutes

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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 St. Croix Valley Business Innovation Center
1091 Sutherland Ave, River Falls, WI 55022

*Workshop will be held in the Training Room.

This workshop meets twice for a two-hour session.
– Thursdays, March 03 and March 10, 6:00 PM – 8:00 PM

Registration Fee: $39 $0*

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

About Your Presenter

Mark Kuhne

Croix River Wealth Management

Mark is founder and president of Croix River Wealth Management; he is dedicated to helping his clients, to serving in their best interest, and to continuing his own education as a licensed insurance producer. He received his MBA at the University of St. Thomas, Minnesota and a BA in Economics at the University of Minnesota.

Mark provides retirement strategies using a personalized suite of tools that strives to grow, empower and help protect your assets and wealth. He has presented workshops throughout Wisconsin and Minnesota since 2013. Prior to 2013 he has served in various roles where he began as a teller and worked his way up to Community Bank President.

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 St. Croix Valley Business Innovation Center in River Falls, WI.

Registration Fee: ~~$39~~ $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This workshop meets twice for a two-hour session. Couples may attend for a single cost.

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

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.

Insurance and annuity products are sold separately through Mark Kuhne, Croix River Wealth Management. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions. Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.

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.