Location: The Pinnacle Center
Date: Wednesday, March 20th
Time: 11:00 AM
Address: 3330 Highland Dr, Hudsonville, MI 49426
Seating is limited. Cookies and coffee will be served.
Nothing will be sold and there is no charge to attend!
Join us for an Educational Workshop with Complimentary coffee and cookies that will provide you with critical information to help you understand how to protect and grow your Retirement Income Planning. After this class, you’ll be able to make informed decisions about your retirement and understand how your current choices can help keep you financially comfortable for the rest of your life.
What we’ll cover:
And much more!
Seating is limited. Sign up today to guarantee your seat(s)!
Tyler, Curtis, and Ben are local retirement specialists and licensed insurance professionals. They have over 26 years of combined experience in the industry and are highly achieved in business and finance. Many pre-retirees and retirees have been served and educated on how to potentially preserve their assets, increase their income and reduce their income taxes. We have a unique team approach that allows our team of experts to help you with all your financial needs.
Curtis is the founder of Security Benefits Center. In 2011, he qualified for the Top Producers Escape sponsored by Insurance Agency Marketing Services, Inc. He was recognized for being in the top 5% of all producing agents and when first qualified; the youngest ever to achieve this award.
When it comes to financial/retirement planning, no individual wants to feel forced into a cookie-cutter type of investment environment. You want to work with a professional who takes time to understand how you feel about your specific financial situation, and learn your goals five, ten or even twenty years down the road.
At Security Benefits Center, we believe in the power of being independent. Because we do not handle any proprietary financial products, we can be unbiased when recommending investments for your benefit. Asset-Allocation and the use of tactical investments are at the core of the risk/reward valuation for investors. The goal is finding current financial opportunities matching the individual’s needs – not the other way around. We also use various insurance strategies to potentially hedge against market volatility.
You will be glad you did not miss this opportunity to hear one of Grand Rapids’ most entertaining and informative speakers!
No, there is no cost to attend.
The short answer, anyone who is planning to enter retirement in the next five years.
No, you will be provided with pen and paper to take notes.
No there will not be any discussion of any investments whatsoever.
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
The Presenter is not affiliated with the Social Security administration or any other government agency
My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022
Phone: (816) 702-5158
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.
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.