Held at Morningside University - Lincoln Center | Sioux City, IA

Feel More Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING PRESENTATION

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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 Morningside University – Lincoln Center
3627 Peters Ave, Sioux City, IA 51106

Schedule:

This presentation meets once for a two-hour session.

– Tuesday, September 12, 6:00 PM – 8:00 PM

About Your Presenter

Michael Nash, CLU®, ChFC®, LUTCF

Financial Advisor & Founder of M.G. Nash Financial Solutions

Mike Nash, Founder of MG Nash Financial Solutions is a Chartered Life Underwriter®? (CLU®?), Chartered Financial Consultant®? (ChFC®?) and holds his life and health licenses along with securities registrations. He strives to impart the knowledge required for clients to make informed financial decisions. Mike understands that establishing goals and then implementing effective strategies are critical to having a reliable retirement.

Mike’s passionate about nurturing client relationships. He and his staff take a personal approach when working with clients, tailoring plans to each one’s circumstances. Solid long-term relationships are built on honesty, integrity and trust, and Mike believes in working to earn yours.

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 date and register below for our upcoming Baby Boomer Retirement Presentation at Morningside University – Lincoln Center in Sioux City, IA.

This presentation meets once for a two-hour session. 

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

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

At the end of the presentation, you will be provided an opportunity to visit with us one on one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of financial products.

Securities and advisory services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an investment advisor. M.G. Nash Financial Solutions, Inc. and CreativeOne Securities, LLC are not affiliated.
Mike Nash
3214 Singing Hills Blvd.
Sioux City, IA 51106

 

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.