Thanks for signing up for our upcoming Modern Retirement Planning™ workshop!
You’ve successfully registered for our Modern Retirement Planning™. Thanks!
We will send you a confirmation and reminder email with your registration details. We will also reach out to you prior to the workshop to confirm your registration and see if you have any questions or specific topics you would like to see covered. If you have any questions, please reach out to us at [email protected].
Event Venue: Campaign-Venue
Venue Address: Campaign-Address1 Campaign-City, Campaign-State Campaign-Zipcode
Things to Remember:
We know your schedule is busy, so here are some important things to keep in mind as the dates approach:
- The workshop meets once a week for two consecutive weeks.
- All material will be provided for your workshop, including workbooks and writing utensils.
- After the workshop, attendees will have the opportunity to schedule a one-on-one strategy session with the presenter.
- Think about your current retirement income situation and how you’d like to see it improve. Bring questions!
At the end of the workshop, you will be provided an opportunity to visit with us one on one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of financial products. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment 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 refer to your local SSA office, or visit www.ssa.gov. These concepts were derived under current laws and regulations. Changes in the law or regulations may affect the information provided. This information is not intended to be used – and cannot be used – to avoid penalties under the Internal Revenue Code.