Complimentary Event at Pikes Peak Library District - East Library in Colorado Springs, CO
Hosted by an Independent Financial Consultant with City Center Financial, LLC

Maximizing Your Retirement Income & Surviving Market Volatility

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

*This event is sponsored by an independent financial consultant with City Center Financial, LLC and IS NOT affiliated with or sponsored by the Pikes Peak Library District in any way, shape or form.

Event Details

Pikes Peak Library District – East Library
5550 N Union Blvd, 
Colorado Springs, CO 80918

Event Options:
– Pikes Peak Library District – East Library 

on November 2 at 6:00 p.m.

Seating is limited. 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 at Pikes Peak Library District – East Library 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 you can take 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 tens of thousands of dollars in retirement.³
  • 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: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

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

Days
Hours
Minutes
Seconds
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 plan.

Meet Your Host

Frank Endris, RFC®, ChFEBC®, NSSA®, City Center Financial
Frank has served the financial needs of individuals, families, and businesses since 1997. After graduating from Purdue University with a Bachelor of Science degree in Financial Planning, he initially specialized in asset protection and estate planning.

Frank was at one time with the 16th largest U.S. Broker Dealer and V.P. of an award-winning Colorado-based wealth strategies and research firm. Frank brings these experiences to City Center Advisors, LLC. He continues to use his ever-expanding expertise to help people achieve peace of mind amid life’s financial uncertainties, both during the working years and retirement.

Frank’s favorite role has been as a fiduciary. He feels there is no greater privilege than to uphold the financial best interests of his clients. It is this highest standard of care that led him to create City Center Advisors, LLC an independent Registered Investment Advisory firm in 2015.

Frank maintains fiduciary responsibility as an Investment Advisor. Additionally, he is certified by both the NSSA® as a National Social Security Advisor and the ChFEBC® as a Chartered Federal Employee Benefits Consultant. He has also earned the Series 66 license as well as life and health.

Beyond his career, Frank relishes Colorado living with his wife and four children. They enjoy slopes, trails, scenic byways, dirt roads, and campsites. Together they are committed to community, church, friendships, and family.

© 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.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

³ https://www.ssa.gov/cola/

*This event is not affiliated with or sponsored by the Pikes Peak Library District.

Advisory services offered through City Center Advisors, LLC an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Insurance products offered through City Center Financial, LLC. City Center Advisors, LLC and City Center Financial, LLC are affiliated 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.
 
Neither City Center Financial, LLC or City Center Advisors, LLC are affiliated with the Social Security Administration or any government organization.
 
This presentation is not intended to be legal or tax advice.