Complimentary Workshop in Carson City, MI
Maximizing Your Retirement Income & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Meeting space is located at the corner of Miner & Sherman Streets.
217 E Sherman Street, Carson City, MI 48811
– Monday, August 22nd at 6:00 PM – Tuesday, August 23rd at 6:00 PM
– Monday, August 22nd at 6:00 PM
– Tuesday, August 23rd at 6:00 PM
Seating is limited. Nothing will be sold and there is no charge to attend!
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation while we discuss the following important topics for those in or nearing retirement:
What we’ll cover:
- 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.*
- Critical steps to avoid one of the biggest fears of 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 hundreds of thousands of dollars in retirement.
- 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!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
This workshop combines two empowering elements:
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan.
Meet Your Host
Ronald Mills, Mills Financial
Ron was raised on a farm in Alma, Michigan. He still owns the farm which has a “centennial farm” status. In his spare time, Ron enjoys biking, kayaking, cross country skiing and lifting weights.
Ken Kreiner, Insurance Professional
Ken Kreiner was born and raised in Mt. Pleasant and has lived in the central Michigan area for all but a few years of his life. He earned his bachelors degree from Central Michigan University and was a member of the Varsity baseball team.
Ken believes in developing a relationship with his clients and using his background to help them make informed decisions when it comes to their financial and insurance needs. Prior to Mills Financial, Ken owned his own successful agency for 14 years with Farmers Insurance and Farmers Financial Solutions in Mt. Pleasant Michigan.
Ken holds licenses in Property & Casualty insurance, Life and Health insurance, as well as Series 6 and Series 63 in securities.
Outside of work, Ken enjoys spending time with family and friends, hunting and coaching baseball.
*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. 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.