You’ve Successfully registered for our workshop. Thanks!
We can’t wait to meet you and hear about your retirement goals. Remember, this workshop is about asking questions, and about learning what options are available when you’re planning your retirement income strategy. Not every option will be right for every person, so it’s good to speak with your financial advisor before you make any decisions. Retirement For L.I.F.E. will give you background and context as you begin your retirement journey; it’s designed to increase financial literacy and to help Baby Boomers navigate the complex world of retirement.
We will send you a confirmation and reminder email with your registration details. Your presenter, Perry Boles, will 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].
Things to Remember:
We know your schedule is busy, so here are some important things to keep in mind as the dates approach:
Event Venue: Johnson County Library – Leawood Pioneer
Venue Address: 2525 Camino del Rio S # 260, San Diego, AL 45623
*Room 226. Follow signs at main entrance to venue.
Additional Notes: Campaign-LocationNotes
© 2021 Retire For L.I.F.E. – All Rights Reserved
Advisory services offered through ChangePath, LLC, a Registered Investment Adviser.
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.