This is an interactive workshop covering many different topics important to those over age 50. Income and health are two of the biggest concerns of most Americans set to retire or already retired and are the focus of this workshop. The workshop combines two empowering elements:

• Live instruction from knowledgeable professionals, videos and a take-home workbook presented in an engaging, easy to understand format.
• An opportunity to receive a customized retirement income plan that you can immediately put into action.

Join us for this special, complimentary workshop in Leavenworth, KS on Thursday, June 15, 2017 at University of Saint Mary!

"Maximizing Your Retirement Income & Social Security Benefits"

Thursday, June 15 from 6:30 p.m. - 7:30 p.m.

Location: University of Saint Mary - Mead Hall located at 4100 S 4th St, Leavenworth, KS 66048

More than 80% of Americans are worried they won't have enough money for retirement* and over 78 million Baby Boomers are set to retire in the next decade. Most are woefully unprepared. Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. 

Your Retirement Reality provides retirement information, planning and addresses the following issues and topics:

• Making the most of what you've made: how to navigate your retirement income and determine if you will be able to retire on schedule.
• Planning techniques to get the most out of your Social Security benefits.
• How to take advantage of spousal benefits.
• Important changes in 2017 - New Social Security rules and how they affect your filing options.
• Strategies to protect your savings in a down market and potentially grow your assets while avoiding market volatility.
• Longevity & inflation – how to avoid outliving your retirement savings dollars and create a retirement income stream that you cannot outlive.
• Strategies that can potentially boost your retirement income and reduce your taxes.
• Required Minimum Distributions (RMDs) from retirement plans.
• Retirement income planning in today's economy.
• Understanding potential risks in retirement.
• And More!

REGISTRATION CLOSES IN:

Rick O'Neal, Chief Executive Office 

Nelson & Company Wealth Management

Rick is the CEO of Nelson & Company Wealth Management, which is affiliated with Lincoln Financial Group, where he is an Agency Specialist and Registered Representative. Rick has been assisting Families and Businesses with their financial needs for over 29 years. From being a regional manager of banks, to the position of Chief Financial Officer of a CPA firm, to being a partner and managing agent with New York Life & Co., his experience is vast. Rick also holds a Bachelor’s of Science Degree in Economics and Finance, from Arizona State University.

There is no client too small is his motto. Additionally, he believes there should be no diagnosis without the right prognosis. In other words, Rick is not about product pushing, but rather asking the right questions to find the right strategies for each and every individual. Helping to inform his clients is important to the process of providing answers to their problems.

Rick is the President of the Board of Directors for The Whole Person, a local Missouri/Kansas nonprofit organization that “helps disabled individuals lead independent lives.” He has been with this organization for five years. In addition, he a board member of the Greater Kanas City Better Business Bureau. In his spare time, Rick enjoys reading and playing tennis. He has been married to Shari for 25 years. They have two children – Logan and Alyssa.

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

Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Nelson & Company Wealth Management and Client One Securities, LLC are not affiliated.

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.