Twin Falls, ID | RFL 2-Day Seminar | September 2023

ABOUT | PRESENTER | AGENDA | VENUE

Held at College of Southern Idaho | Twin Falls, ID | September 2023

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

Seats Available Now!
Registration Closes In:

Days

Hours

Minutes

Seconds

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 College of Southern Idaho
397 N College Rd, Twin Falls, ID 83301

*This event will take place in the Health Sciences and Human Services (Nurse/EMT) building, Room #139.

This seminar meets once a week for two consecutive weeks.

– Tuesdays, September 12 and September 19 at 1:30 PM
– Tuesdays, September 12 and September 19 at 6:00 PM
– Thursdays, September 14 and September 21 at 1:30 PM
– Thursdays, September 14 and September 21 at 6:00 PM

About Your Presenter

Melinda Wells

Founder at Walker • Wells Insurance, Investment & Financial Advisory Firm

Melinda Wells, Founder at Walker • Wells Insurance, Investment & Financial Advisory Firm, works with people from all levels of income to provide common-sense advice and to help understand one’s own financial situation for today and the future.

Since 1999, Melinda has been committed to building strategies together with her clients, whether one on one or in the classroom. Melinda holds her Series 6, 63 and 65 securities licenses, is a registered representative, an investment advisor rep and is a licensed insurance agent for life and health in AK, AZ, ID, MN, ND, OR, SC, MT & WA.

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 dates and register below for our upcoming Baby Boomer Retirement Presentation at College of Southern Idaho in Twin Falls, ID.

This seminar meets once a week for two consecutive weeks.

Online Form - Twin Falls, ID | RFL 2-Day Seminar | September 2023 | ARE-14328

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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/

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.