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Complimentary Workshop & Book Signing at The Hotel at Kirkwood Center in Cedar Rapids, IA

Surviving Retirement

Learn How to Avoid Five Costly Money Mistakes When Preparing for Retirement

Do you have a plan to ensure you won’t outlive your retirement income or pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an EXCLUSIVE workshop opportunity, hosted by financial advisor and best-selling author, Brent Ford, where he will reveal some of the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk, and potentially reduce your tax burden. 

 

Attendees will also receive a complimentary, signed copy of Brent’s latest book, “It’s Not Me, It’s You”!

Event Details

The Hotel at Kirkwood Center
7725 Kirkwood Blvd SWCedar Rapids, IA 52404

Event Options:

– Thursday, March 2 at 6:30 p.m.

At this workshop, you will learn about five costly retirement mistakes people make and get answers to these questions:

  • Will the new tax reform bill impact my bottom line and retirement nest egg?
  • How can I create a guaranteed retirement income stream?
  • How could America’s debt and deficit likely impact my retirement?
  • How can I increase my interest earnings—while protecting investments and retirement income from risk?
  • How can I pass an IRA to my children or grandchildren—without giving most of it to the IRS?
  • How could future tax rate increases affect my retirement, and will I be left with enough money?
  • Are there ways for my money to work harder for me?
  • And MUCH more!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

Exclusive Offer

All attendees are eligible to receive a complimentary, signed copy of “It’s Not Me, It’s You”, from your presenter and best-selling author, Brent Ford.

 

This book is designed to help guide you to a more sustainable retirement, as it provides strategies to prepare you to proactively deal with whatever life throws at you.

*While supplies last.

REGISTRATION CLOSES IN:

Days
Hours
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Why attend?

This workshop combines two empowering elements:

Professional Insight

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

Actionable Next Steps

An opportunity to receive a complimentary, signed book copy AND a retirement snapshot analysis for your current retirement income plan.

Brent_Ford-COB2019

FEATURED PRESENTER:

Brent Ford
Investment Advisor Representative, Founder of Benefit Wealth Partners, and Best-Selling Author
Brent Ford is a certified investment advisor representative and the founder of Benefit Wealth Partners in Chippewa Falls, WI. He has been helping clients nationwide for more than 15 years prepare for retirement. He specializes in financial planning, retirement planning, and wealth management. Brent’s approach has helped clients:

– Create a stable retirement income stream that cannot be outlived.
– Avoid needless taxation and keep more of their wealth.
– Use financial strategies to create a lasting legacy for families and charities.

Brent provides premium customer service to address clients’ financial needs and is not satisfied until he knows clients are informed and confident in their decisions. He also shares his knowledge with the public as a two-time Amazon best-selling author. He published his latest book “It’s Not Me, It’s You,” to share his wisdom about financial pitfalls while encouraging readers to “get out of their own way” to make better decisions.

Brent received a bachelor’s degree from the University of Wisconsin, Eau Claire. He is a proud Wisconsinite and, outside of work, enjoys spending time with family, hunting, and boating.

© 2023 Your Retirement Reality | Privacy Policy

 

¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

³ https://money.usnews.com/money/retirement/aging/articles/preparing-for-medical-expenses-in-retirement

Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Benefit Wealth Partners are unaffiliated entities.

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.