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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 a week for two consecutive weeks.
  • 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: College of Southern Idaho

Venue Address: 397 N College Rd, Twin Falls, ID 83301

Important Information and Directions: This event will take place in the Health Sciences and Human Services (Nurse/EMT) building, North of the main CSI campus. The Health Sciences and Human Services building is situated East of Washington and South of Cheney Drive/Tommy’s Carwash. The seminar will take place in Room #139. There will be event signage directing you to the closest door to enter from the parking lot. Please arrive 15 minutes early to allow time to park, check-in and be seated.

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

American Independent Securities Group, LLC would like to remind you that this presentation is for informational purposes only and does not constitute an offer to sell or an offer to purchase any security. Investment losses may occur; and investors could lose some or all of their investment. Nothing herein is intended to imply that an investment may be considered “risk-free” or “risk averse.” Please remember that past performance may not be indicative of future results.

This presentation does not represent accounting, tax, legal, investing or regulatory advice and must not be relied on as such. Please contact your personal investment professional for additional information with regards to the contents of this publication, however, you will need to consult with and rely on your own accounting, tax, and legal advisor as to matters concerning your individual circumstances.

Distribution of this information to any person(s) other than the person(s) to whom this information was originally delivered and to such person’s advisors is unauthorized and any reproduction of these materials, in whole or in part, or the disclosure of any of the contents, without prior consent in each such instance is prohibited. By accepting this information, recipient agrees it will be used solely for the purpose of evaluating a potential investment and for no other purpose. Information summarized herein may change without notice and as such, there is no guarantee to its accuracy and completeness.

Securities and advisory services offered through American Independent Securities Group, LLC(AISG) Member FINRA / SIPC. AISG is an SEC Registered Investment Advisor. PO Box 579, Eagle, ID 83616. 866-485-4635. Walker Wells is not affiliated with American Independent Securities Group, LLC.

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