COMPLIMENTARY DINING INVITATION TO A YOUR RETIREMENT REALITY WORKSHOP 

You and a guest are cordially invited to join us for a complimentary meal and a special presentation at The Waterfront Inn in The Villages, FL. Register below!

Are Annuities a good fit for your retirement income? If you own an annuity or are considering the purchase of an annuity, you will want to join in on this opportunity to participate in an informative and enlightening workshop about the ins and outs of an annuity while enjoying a complimentary gourmet meal!

Annuities may be your best approach to not outliving your money, leaving a legacy, outpacing inflation & avoiding negative returns. Annuities offer some of the strongest income benefits available for a retiree or someone planning for retirement, but are the least understood products available to retirees today. Knowing how these products work is essential to developing a sound retirement income plan to provide stability and protection against market volatility in retirement.

  • Clarify common misconceptions about annuities and why they should be considered as a piece of your retirement income plan.
  • The different types of annuities, how they work and how to determine if they are a good fit for you.
  • Strategies that can help you reduce your taxes in retirement and keep more of your hard-earned money.
  • Learn how to create a guaranteed income stream for life that can combat longevity and inflation.

Seating is limited. Click the button below to reserve your spot! 

*Due to the popularity of this event, seating is limited. Reserve your spot today to guarantee your seat! By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.

Dates & Location

Thursday, January 11, 2017 or Tuesday, January 23, 2017 10:00 a.m. to 12:30 p.m.

The Waterfront Inn 1105 Lake Shore Dr, The Villages, FL 32162

This Complimentary Gourmet Meal & Presentation Will Show You:

Tip #1

Strategies to protect your savings in a down market.

Tip #2

How to create a retirement income stream you cannot outlive.

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Tip #3

Strategies that can potentially boost your retirement income and reduce your taxes.

And Much More!

Please join your host Liz Cornell of TB Financial Group, Inc. for this complimentary presentation and lunch. The Economy has Changed, the World has Changed...Get Insight and New Opinions!

Dates: Thursday, January 11, 2017 or Tuesday, January 23, 2017

Time: 10:00 a.m. to 12:30 p.m.

Venue: The Waterfront Inn located at 1105 Lake Shore Dr, The Villages, FL 32162

REGISTRATION CLOSES IN:

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FEATURED PRESENTER

Elizabeth Cornell

CEO & Founder, TB Financial Group, Inc.

Being comfortable, informed, and confident in every decision made about your future retirement income is not just a privilege but your right, and at TB Financial Group we are dedicated to ensuring each and every one of our clients understands exactly what they are doing with their money. We believe the key to being “The Best” financial group is transparency and personalization, which is why we offer in-depth, interactive and comprehensive seminars in simple language, explaining our services, how our strategies are designed and even our very own pay structure. As well as complimentary consultations to discern your current strategies, we also perform reviews to assess how those strategies are aligned to meet your retirement income goals and how we can optimize them against market downturns and tax repercussions. Elizabeth “Liz” began her career as an insurance agent in 2007 and has quickly become one of the most knowledgeable annuity and income strategists in the country. She holds the prestigious Certified Annuity Specialist® designation and is part of Ed Slott’s Master IRA Advisor Group. Liz spent a majority of her career working at one of the nation’s top retirement agencies where she played a key role in case design, implementation, product education, customer service, and administrative oversight. Her favorite time spent is with her four-year-old son, Payton. They enjoy going to the beach with their bullmastiff named Otis and watching Florida sunsets over Clermont’s lakes where they reside.

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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.