Complimentary Event at Philbrook Museum of Art in Tulsa, OK
Women & Wealth
Navigating Women's Unique Retirement Needs
*This workshop is not sponsored by or affiliated with the Philbrook Museum of Art.
Philbrook Museum of Art
2727 S Rockford Rd
Tulsa, OK 74114
– Philbrook Museum of Art on July 18 at 6:30 p.m. – Philbrook Museum of Art on July 20 at 6:30 p.m.
– Philbrook Museum of Art on July 18 at 6:30 p.m.
– Philbrook Museum of Art on July 20 at 6:30 p.m.
Seating is limited.
Nothing will be sold and there is no charge to attend!
Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Join us for a special presentation at Philbrook Museum of Art while we discuss important financial topics for women in or nearing retirement.
What we’ll cover:
- How to help overcome the unique and significant challenges that women often face in retirement.
- How to help make the most of what you’ve made and navigate your retirement income accounts including 401(k)s, 403(b)s, IRAs, TSPs, etc.
- How to potentially maximize Social Security income and take advantage of spousal benefits.
- Powerful strategies that may help you reduce the taxes you pay in retirement.
- Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
- Understanding potential risks and costly mistakes 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.
Let’s face it: women and men are different in so many ways! Income in retirement can be different too.
More than 80% of Americans are worried they won’t have enough money for retirement¹ and over 78 million Baby Boomers are set to retire in the next decade. In addition, women may face unique retirement challenges that men do not:
- Women are typically paid less over their lifetime.
- Women are living longer than men on average, meaning their retirement income needs to last longer.
- Women have a higher likelihood of living alone in retirement².
- Women have a tendency to invest more conservatively compared to men, which can lead to less growth of their retirement assets over their lifetime³.
It’s important to know about these challenges, and create a plan to combat them, so you can reach your retirement income goals.
Meet Your Host
Chuck Bigbie, CLU, ChFC, CFP®, Woodland Wealth Management
As a Wealth Manager, Chuck takes the time to examine each client’s individual values, interests, relationships and goals. With a passion for educating, Chuck also offers informational seminars, classes and workshops regarding retirement for his clients.
Chuck began his career in 1983 as a retirement representative with a large insurance company. He received his B.S. Degree in Chemical Engineering from the University of Tulsa. Chuck furthered his education in the Financial Planning industry by obtaining his CLU, ChFC, CFP and LUTCF from the College of Financial Planning. He also holds Series 7, 65 and 24 securities registrations.
With a focus on meeting each client’s goals, Chuck is qualified to lead his clients on their Wealth Management journey.
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.