Texas | RFL Webinar | September 2023 | ARE-15055

ABOUT | PRESENTER | AGENDA | VENUE

Important Webinar for TX Residents

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WEBINAR

Virtual Seats Available Now!
Registration Closes In:

Days

Hours

Minutes

Seconds

Seating is limited. Register today!

WHAT IS THIS VIRTUAL EVENT?

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.

This event will be held virtually. See dates and times below!

Location:

Join us from the comfort of home!

This webinar meets once for a 45-min. session.
– Tuesday, September 19 from 6:30 PM – 7:15 PM
– Wednesday, September 20 from 12:00 PM – 12:45 PM
– Thursday, September 21 from 6:30 PM – 7:15 PM

About Your Presenter

Allen Trimble

Ganan Insurance Group | Secure Money Solutions

Allen Trimble is the owner and president of Ganan Insurance Group, Inc., an independent agency providing clients with personalized strategies for retirement income.

Allen helps clients create risk-managed retirement approaches and guaranteed income strategies through the use of tax-efficient methods, retirement income planning and legacy planning. He is passionate about helping retirees align their goals with reliable retirement income plans. Allen’s well-established strategic partnerships with attorneys and tax professionals allow Secure Money Solutions to provide clients with customized strategies designed to each client’s unique goals and needs. The end result: reliable strategies and satisfied customers.

About Retire For L.I.F.E.

The goal of this virtual event 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 Webinar.

This webinar meets once for a 45-min. session.

Online Form - Texas | RFL Webinar | September 2023 | ARE-15055

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¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

CA License #: 0C99626

Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Secure Money Strategies, Inc. are unaffiliated entities.

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.