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What is in this presentation?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance presentation 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
McGowen Workforce Center

DETAILS:
April 30 & May 07, 2024
06:30 pm-09:00 pm

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We occasionally offer retirement planning workshops, seminars and webinars. “Retirement Done Right” is our signature class where we share the latest on retirement planning trends and topics. Sign up below to get on our event email list if you do not see an event listed above!

Tell me about upcoming events

2506 Lakeland Dr. Ste. 505
Flowood, MS 39232
P: 601.372.4433
F: 601.373.8620

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Investment advisory services offered through CreativeOne Wealth, LLC an Investment Advisor. American Seniors Benefits, Inc. and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21581 - 2021/12/21

2506 Lakeland Dr. Ste. 505
Flowood, MS 39232
P: 601.372.4433
F: 601.373.8620

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