• How to navigate your retirement income outlook and determine if you will be able to retire on schedule.
• Learn strategies to generate retirement income for life. 
• Claiming strategies and planning techniques to help you maximize your Social Security benefits.
• Strategies that can help you reduce your taxes in retirement to help you keep more of your hard-earned money.
• Strategies to help grow your assets and protect your portfolio against stock market volatility.
• How to combat longevity & inflation to avoid outliving your retirement savings dollars.
• Strategies for Long-Term Care planning that put you in control of your money. 
• Understanding potential risks in retirement and how to avoid them.
• How to create a successful retirement income plan to avoid potential surprises in retirement.
• And More!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. This is a free, no-obligation event. It is strictly informational and no products will be solicited or sold. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.

And Much More!

Please join your host Joe Overfield of Intelliplan Financial for this complimentary presentation and gourmet meal. The Economy has Changed, the World has Changed...Get Insight and New Opinions!

Dates: Tuesday, September 19, 2017 or Thursday, September 21, 2017

Time: 6:30 p.m. to 8:00 p.m.

Venue: The Hickory House located at 550 Officenter Pl, Gahanna, OH 43230

Joe Overfield, President of Intelliplan Financial

Intelliplan Financial is an independent retirement income planning firm located in Columbus, Ohio and founded by Joe Overfield. After spending 7 years in the planning industry, Joe recognized the need and developed a specific retirement income planning firm dedicated to specializing in developing sound retirement income plans for his clients.

Foundational income planning concentrates on the portion of one’s portfolio that requires stability, liquidity, and guarantees in any economic environment no matter the condition of the markets. We are dedicated to helping guide our clients to make informed financial decisions and guiding them along the path to—and through—retirement and providing guaranteed income for life.

Joe has helped his clients grow and preserve their wealth by helping them take control to reach their retirement income goals without taking unnecessary risks. Joe lives in the Columbus, Ohio area with his wife and two children, and has been practicing the principles of foundational planning since 2004.

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*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx 

Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. 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.