Exclusive Presentation & Book Signing at The Hotel at Kirkwood Center in Cedar Rapids, IA

It's Not Me, It's You

How Getting Out of Your Own Way Can Lead to a More Sustainable Retirement

Retirement is a new experience for most of us. We spend our whole lives working toward that goal, but sometimes we fall short. Does the lack of experience and uncertainty lead us as clients to self-sabotage? Do we make mistakes and jeopardize one of the most important relationships that can help us succeed?

 

Best-selling author Brent Ford says yes. In his book, “It’s Not Me, It’s You”, Brent shares some of the pitfalls, bad decisions and sabotaging behavior that his clients have made over his career, and discusses how these decisions have affected their long-term retirement health. 

 

To help you avoid making the same mistakes, Brent is inviting you to join him for a thoughtful and challenging discussion about how improving your client/advisor relationship can guide you to a more productive retirement. You’ll have the opportunity to chat with Brent, ask questions and learn more about the cautionary tales he covers in his book. Plus, he’ll talk about 5 of the top costly mistakes that many retirees make!

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

ONE NIGHT ONLY!

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

Thursday, March 2 at 6:30 p.m.

No charge to attend. Event will be held in the hotel ballroom.


“My life motto is to never stop improving. I use the same philosophy with my business, always finding ways to improve and maximize clients’ retirement plans.”

Join us for this powerful presentation that will help you prepare for the retirement you deserve as well as receiving some timely advice on what is happening in the world right now and how it can impact your retirement. We’ll help answers questions you may have such as:

  • What are some of the most costly mistakes retirees often make that can be avoided?
  • 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 will 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:

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This special event combines two empowering elements:

Professional Insight

Live instruction from a knowledgeable professional and best-selling author, in an engaging, easy-to-understand format.

Actionable Next Steps

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

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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.

As seen on...

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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

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

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.