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We can’t wait to meet you and hear about your retirement goals. Remember, this seminar is about asking questions, and about learning what options are available when you’re planning your retirement income strategy. Not every option will be right for every person, so it’s good to speak with your financial advisor before you make any decisions. Retirement For L.I.F.E. will give you background and context as you begin your retirement journey; it’s designed to increase financial literacy and to help Baby Boomers navigate the complex world of retirement.

We will send you a confirmation and reminder email with your registration details. We will reach out to you prior to the event to confirm your registration and see if you have any questions or specific topics you would like to see covered. If you have any questions, please reach out to us at [email protected].

Things to Remember:

We know your schedule is busy, so here are some important things to keep in mind as the dates approach:

  • This seminar meets once for a two-hour session.
  • Consider bringing a light snack and water.
  • All material will be provided, including books and writing utensils.
  • Think about your current retirement income situation and how you’d like to see it improve. Bring questions!

Event Details:

Event Venue: Tulsa Community College — Southeast Campus

Venue Address: 10300 E 81st St, Tulsa, OK 74133

Additional Notes: Please plan to arrive early to provide time to find parking close to the building. The class will be held in Building 3 (Communications & Liberal Arts Building), Room 3213. Building 3 is on the west side of the campus. Look for the black and white signs to help you easily locate the building, so you can determine the best available parking. You can view a campus map here: https://bit.ly/44FcO39

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

Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management,Inc. a Registered Investment Advisor.

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