Special Brunch Event at The Ozark Mill at Finley Farms in Ozark, MO
Brought to you by:
Maximizing Your Retirement Income & Surviving Market Volatility
You and a guest are invited to join us for a special brunch event at The Ozark Mill at Finley Farms where you’ll have the chance to explore this delightful venue—by Johnny Morris, CEO of Bass Pro. Shops—and enjoy a delicious three-course meal while learning about strategies that can help you develop a comprehensive plan to reach your retirement goals.
BRUNCH MENU
First Course: Yogurt Parfait, Seasonal Fruit, Crunchy Granola
Second Course: Frittata, Roasted Tomato & Fresh Herbs, Served with Skillet Potatoes, Smoked Bacon, Pork Sausage, Cheddar & Herb Drop Biscuits
Third Course: Warm, Pull-Apart Cinnamon Roll with Cream Cheese Frosting
Event Details
The Ozark Mill at Finley Farms
802 Finley Farms Ln
Ozark, MO 65721
Event Options:
– The Ozark Mill on Saturday, April 30 at 10:00 a.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Special Directions: The Ozark Mill is located just north of Jackson Street. The workshop will take place downstairs in the venue’s Banquet Room.
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 The Ozark Mill at Finley Farms 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!
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.
Meet Your Host
Mike Gann, Advantage Retirement
Mike Gann is the founder and president of Advantage Retirement. He has been a licensed retirement advisor in both Missouri and Arkansas since 2001, dedicating his time to asset-protection strategies.
Mike has been a member of the National Association of Professional Advisors since 2004. He has also been a member of the Society of Certified Senior Advisors and an annual qualifier of the Advisors Million Dollar Roundtable since 2003.
Mike believes client relationships are much more than just handshakes and meetings. His goal and wish is to help enhance your retirement years.
Gracie Gann, Advantage Retirement
Gracie Gann attended FIT University in New York City and Missouri State University where she received her bachelor’s degree in 2019. Launching a new career in 2021, Gracie came on as the 2nd generation at Advantage Retirement as a Retirement Income Specialist, pursuing her Registered Investment Advisor (RIA) certification. Gracie is eager to expand the range of financial services and strategies and progress the company as clients’ future retirement needs evolve.
Guest Speaker
Steve Helms, Independent Medicare Advisor & Missouri State Chief of Staff
Steve Helms, specializes in the Senior Medicare Market. As a Certified Specialist and independent advisor, Steve represents many different providers, thereby ensuring that you have a wide selection of companies to choose from and a plan that best fits your needs.
Steve is a veteran of the United States Army, who honorably served in the First Gulf War. He is also a Missouri State Chief of Staff for Senator Eric Burlson.
Medicare can be complicated, so don’t go it alone.
NPN:8987475, BUS2015-01476, #4973310, #147462565, LY8247V87SB
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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
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.