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Seating is limited. Register today!
WHAT IS THIS WORKSHOP?
For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.
Location:
Held At FFA Enrichment Center
1055 SW Prairie Trail Pkwy, Ankeny, IA 50023
This workshop meets once a week for two consecutive weeks.
– Tuesdays, September 14 and September 21, 6:00 PM – 8:30 PM
Tuition: $39 $0*
Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance.
About Your Presenter
Daniel Brummel
Financial Advisor, CFP, RICP at Copper Creek Financial Group
Daniel Brummel, Founder of Copper Creek Financial Group, started in the industry in 2004 after receiving his Bachelor of Science degree in marketing from the University of Northern Iowa, as well as a minor in economics. Daniel continued his education with the American College and earned the Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® (RICP®) designations. His favorite part of the job is interacting with clients and problem solving. Daniel focuses on the creation and maintenance of retirement income plans as well as business succession planning.
Daniel is a native Iowan and longtime resident of central Iowa. He’s married to his lovely wife Nicole, and they have two beautiful children, Isabelle and Benjamin.
About Retire For L.I.F.E.
The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.
Enroll Now
Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at FFA Enrichment Center in Ankeny, IA.
Tuition: $39 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.
This workshop meets once a week for two consecutive weeks. Couples may attend for a single tuition cost.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
© 2021 Retire For L.I.F.E. – All Rights Reserved
Securities offered through Securities Management & Research (SM&R). Member FINRA/SIPC. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Carefully consider the risks and possible consequences involved prior to making an investment decision.
The 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 direct your clients to a local Social Security Administration office, or visit www.ssa.gov.
