Overland Park, KS Retirement Dinner

How to make the most of what you've made and navigate your retirement income outlook.
Claiming strategies and planning techniques to help you get the most out of 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 grow your assets and protect your portfolio against stock market volatility.
How to combat longevity & inflation to avoid outliving your retirement savings dollars.
Strategies to create a guaranteed stream of income in retirement that you cannot outlive.
Strategies for Long-Term Care planning that put you in control of your money.
Understanding potential risks in retirement and how to avoid them.
And More!

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We are a Soldier, a Farmer, a Stay-at-home-Mom, and a Doctor. We believe our unique perspectives allow us to put a human face on finance. Together we protect assets & defend against risk, nurture the growth of investments, care for our clients on a personal level, and holistically diagnose financial portfolios. However, we also represent a larger network of professionals with expertise in the legal, financial, and tax fields who serve individuals and businesses.

After serving three tours in the middle-east Elliot found his soul yearning for his home in the heartland. Though his attire has changed, his commitment to serve & protect his fellow-countrymen has not. He believes that the skills he developed as a NATO terrorist-negotiator and strategist give him a unique advantage when it comes to retirement planning. And we’re not going to argue with him.

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.

Presents:

Maximizing Your Retirement Income

You and a guest are invited to join us for a complimentary meal and a special presentation at Carrabba's Italian Grill in Overland Park, KS. Register below!

This Complimentary Gourmet Meal & Presentation Will Show You:

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