Complimentary Dinner Event at Oldham County Country Club in La Grange, KY

Maximizing Your Retirement Income & Surviving Market Volatility

Strategies To Maximize Your Retirement Income

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Enjoy a fully catered barbeque dinner by Big R’s & Shannon’s BBQ served along with a selection of adult beverages.

Event Details

Oldham County Country Club
1870 Country Club Ln.
La Grange, KY 40031

Event Options:

– Oldham County Country Club on April 26 at 6:30 p.m.

– Oldham County Country Club on April 28 at 6:30 p.m.

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Do you have a plan to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Oldham County Country Club 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.
  • 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.
  • 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!

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!

Days
Hours
Minutes
Seconds
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 retirement snapshot analysis for your current plan.

Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.

Meet Your Host

Ryan Oliver, Owner of Oliver Financial
Ryan started his career in 2001 helping families with term life insurance. After spending 4 years as a successful life agent, Ryan crossed over to fee based financial planning in 2005 with Waddell & Reed utilizing his Series 6, 63, and 65 license. In 2008 Ryan accepted a position with Nationwide Financial as Investment Advisor Representative with several local insurance agencies, providing life insurance and financial services to their clients. In May of 2011 Ryan made the decision to be an independent and build his own agency from scratch. Today, Oliver Financial serves over 100 clients in all stages of life and retirement planning, each with unique circumstances. Whether you are just getting started, or it’s time to make some big decisions we are here to help!
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© 2022 Your Retirement Reality | Privacy Policy

 

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Investment Advisory services offered through Sigma Planning Corporation (SPC), a registered investment advisor. Oliver Financial is independent of Parkland Securities, LLC & SPC.

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.