Complimentary Workshop at Olathe Community center in Olathe, KS
Maximizing Your Retirement Income & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Olathe Community Center
1205 E Kansas City Rd., Olathe, KS 66061
*Event will take place in Room A*
– Tuesday, May 24 at 6:00 p.m.
– Wednesday, May 25 at 6:00 p.m.
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 at Olathe Community center 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!
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.
All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.
Meet Your Host
Robert Olvera, APMA®, CLTC® | Financial Advisor
Bob entered the financial industry as an insurance agent in 2003 and became a financial advisor in 2008. He was originally attracted to the financial services field when he kept hearing older friends and family members remark that they wished they would have planned better for their life and retirement, if only they could have found someone, dedicated to helping them.
Over his career, Bob has developed a passion for assisting clients to make smart financial decisions by de-complicating complex concepts, situations, and financial products. He has focused his efforts on helping people protect the most important people in their lives as well as reach their financial goals.
His goals for clients are to live a life of clarity and confidence and to focus on what matters most to them – to live a life well lived.
“I help clients gain clarity on common risks that could have a sudden and immediate negative impact towards the commitments they have made to their families, communities, and business. With clarity to their specific situation, I then help clients gain confidence in developing a plan to address and potentially offset the consequences of those risk. Most importantly, I help them take recommended actions steps with the newly discovered clarity and confidence.”
“I welcome the opportunity to sit down with you as a friend would do to help you reduce the confusion and increase your confidence.”
Bob holds the Certification for Long-Term Care (CLTC®) and the Accredited Portfolio Management Advisor® (APMA®) designations. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) of Kansas, currently serves as a State Board member and previously served as the State chapter President.
Bob has lived in the Kansas City area since 1988 and currently resides in Olathe, KS. He married his wife, Katie, in 1999 and has two daughters Sophia and Malea. In his free time, he and his wife like to travel to beach locations that have snorkeling or going to the Rocky Mountains to ride 4-wheel ATV.
State License #7636016
Robert Olvera offers Securities and Advisory Services offered through CreativeOne Securities LLC Member FINRA/SIPC and an Investment Advisor.
RSL Financial Management and CreativeOne Securities, LLC are not affiliated.
Robert Olvera, RSL Financial Management
12506 S Alcan Cir
Olathe, KS 66062
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.