Washington, PA | RFL Workshop | January 2023 | ARE-13274

ABOUT | PRESENTER | AGENDA | VENUE

Held at Washington & Jefferson College – Burnett Center | Washington, PA | January 2023

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

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Seating is limited. Register today!

WHAT IS THIS WORKSHOP?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop 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 Washington & Jefferson College – Burnett Center
292 E Wheeling St, Washington, PA 15301

*This workshop will take place in Burnett Center, Room #109.

This workshop meets once for a 2-hour session.
– Wednesday, January 25 from 6:30 PM – 8:30 PM

About Your Presenter

Glen Wantje

Wantje Financial

When it comes to retirement income planning, Glen is determined, confident and experienced. Having 20+ years in the financial services industry, Glen focuses on retirement income planning and wealth-transfer strategies for his clients.

Attentive and creative, Glen prides himself on the good communication skills and hard-working personality he brings to his business. That kind of work ethic leads to mutual respect—and satisfied clients.

As founder of Wantje Financial, Glen is committed to keeping his clients informed every step along the way during the planning process. By working together before and during a client’s retirement, you’re given the ability and insights to make necessary changes as needs shift and life evolves.

Glen is adamant Wantje Financial maintains an independent, non-restrictive approach to retirement income planning because then he can implement the right strategies for his clients without corporate interference or influence. That independence allows access to the best possible products, and having been in the business since 1998, Glen has seen many clients’ retirement income plans develop into exactly what they wanted. It gives him the utmost satisfaction to realize that the strategies they developed together are flexible by design and able to handle change, regardless of what the future may hold.

Outside of the office, you’ll find Glen enjoying the outdoors, especially doing some hunting or fishing. He also likes to travel to new places as much as he can and enjoys spending time with his wife Beth, their two children, Rex and Grace, and Maverick, their black lab.

About Retire For L.I.F.E.

The goal of this workshop 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 Workshop at Washington & Jefferson College – Burnett Center in Washington, PA.

Online Form - Washington, PA | RFL Workshop | January 2023 | ARE-13274

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¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Wantje Financial does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This 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 consult a local Social Security Administration office, or visit www.ssa.gov.

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.