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Held at Upper Iowa University - Des Moines | West Des Moines, IA | October 2021

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

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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.

 

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Location:

Held At Upper Iowa University – Des Moines
5000 Westown Pkwy, Suite 200, West Des Moines, IA 50266

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Schedule:

This workshop meets once a week for two consecutive weeks.

– Tuesdays, October 5 and October 12, 6:00 PM – 8:00 PM

Tuition: $39 $0*

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance. 

Register Now!

About Your Presenter

Daniel Brummel

Financial Advisor, CFP, RICP at Copper Creek Financial Group

Daniel Brummel, Founder of Copper Creek Financial Group, started in the industry in 2004 after receiving his Bachelor of Science degree in marketing from the University of Northern Iowa, as well as a minor in economics. Daniel continued his education with the American College and earned the Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® (RICP®) designations. His favorite part of the job is interacting with clients and problem solving. Daniel focuses on the creation and maintenance of retirement income plans as well as business succession planning.

Daniel is a native Iowan and longtime resident of central Iowa. He’s married to his lovely wife Nicole, and they have two beautiful children, Isabelle and Benjamin.

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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 Upper Iowa University – Des Moines in West Des Moines, IA.

Tuition: $39 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This workshop meets once a week for two consecutive weeks. Couples may attend for a single tuition cost.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

© 2021 Retire For L.I.F.E. – All Rights Reserved

Securities offered through Securities Management & Research (SM&R). Member FINRA/SIPC. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Carefully consider the risks and possible consequences involved prior to making an investment decision.

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