Complimentary Dinner at Chateau on the Lake in Branson, MO

Maximizing Your Retirement Income & Surviving Market Volatility

Gain Control of Your Taxes, Income & Social Security Benefits in Retirement​

Event Details

Chateau on the Lake
415 N State Hwy
Branson, MO 65616

Date & Time:

– Thursday, May 9 at 6:00 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Do you have a strategy to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Chateau on the Lake while we discuss the following important topics for those in or nearing retirement:
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
  • How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
  • Steps to help you reduce one of the biggest concerns of many Baby Boomers—running out of money in retirement.
  • Social Security timing and claiming strategies to help maximize your benefits.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.¹
  • Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.²
  • How to help preserve your assets to create a lasting legacy for your loved ones.
  • Understanding potential risks that may derail your retirement and how you may be able to avoid them.
  • And MUCH more!

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement income strategy in place?
Don’t miss this information-packed event!

Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current retirement income plan.

Meet Your Hosts

Mike Gann | Owner, Licensed Retirement Professional, CSA
Mike Gann is a 22-year industry veteran, bringing a wealth of experience and skills. Mike has earned the Certified Senior Advisor designation, is a 19-year MDRT* qualifier and 18-year member of the National Association of Professional Advisors. With a focus on insurance and asset protection strategies, Mike and the team believe client relationships are much more than just handshakes and meetings. With Advantage Retirement, his goal is to provide the best possible strategies to meet the client’s individual needs today and into the future.
Gracie Gann | Investment Advisor Representative

Gracie Gann is the 2nd generation to Advantage Retirement and is an Investment Advisor holding a Series 65 and is a multi-year MDRT* qualifier. Gracie attended FIT University in New York and graduated from Missouri State University. As a wealth advisor, Gracie specializes in designing holistic retirement plans tailored to each client’s unique goals with a focus on asset preservation and tax efficiency. At Advantage Retirement Gracie prioritizes building long lasting client relationships and progressing the business as clients’ future retirement needs evolve.

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Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Advantage Retirement Services and CreativeOne Wealth, LLC are not affiliated.

Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.

*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.

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.

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. We are not affiliated with any government agency.  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