Longmont, CO Retirement Workshop

Changes to tax laws and Social Security in 2019 that may affect your retirement income.
Which tax law changes could affect how you strategize for your retirement income planning.
Planning techniques & strategies for claiming your Social Security benefits.
Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
Developing a customized retirement income plan for you and your family.
Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.
Strategies for Long-Term Care & Medicare planning.
RMDs & retirement income planning in today's economy.
Understanding potential risks in retirement and how to avoid them.
And much more!

First NamePlease enter your First NamePlease enter a valid First Name

Last NamePlease enter your Last NamePlease enter a valid Last Name

E-mail addressPlease enter your E-mail addressPlease enter a valid E-mail address

Phone NumberPlease enter your Phone NumberPlease enter a valid Phone Number

Event Dates & TimesPlease enter your Event Dates & TimesPlease enter a valid Event Dates & Times

Number of AttendeesPlease enter your Number of AttendeesPlease enter a valid Number of Attendees

Text Message Reminders

Yes - send me a text message to remind me about the event.

No - do not send any text messages.

Please enter your Text Message RemindersPlease enter a valid Text Message Reminders

Agent EmailPlease enter your Agent EmailPlease enter a valid Agent Email

Agent HeaderPlease enter your Agent HeaderPlease enter a valid Agent Header

Agent NamePlease enter your Agent NamePlease enter a valid Agent Name

AddressPlease enter your AddressPlease enter a valid Address

DirectionsPlease enter your DirectionsPlease enter a valid Directions

Event City, STPlease enter your Event City, STPlease enter a valid Event City, ST

Event TitlePlease enter your Event TitlePlease enter a valid Event Title

Seminar IDPlease enter your Seminar IDPlease enter a valid Seminar ID

Thank You Page URLPlease enter your Thank You Page URLPlease enter a valid Thank You Page URL

If you are human, leave this blank.

David B. McMillen has successfully helped people preserve their assets and invest wisely for over 34 years. David is the preeminent provider of retirement distribution strategies in the Boulder, Colorado area and he specializes in the areas of conservative retirement income, estate and tax planning, as well as exceptional risk managed wealth preservation and creation. His practice also helps pre-retirees and retirees avoid the most common financial mistakes. As an experienced Wealth Preservation Consultant, David helps his clients clearly identify their financial goals, evaluate their financial situation and create a comprehensive action plan and time line for implementation.

State License #: 33165

https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

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

Investment advisory services offered through Crown Capital Securities, L.P., a Registered Investment Advisor. Securities offered through Crown Capital Securities, L.P. Member FINRA / SIPC. Insurance and annuities offered through David McMillen, CO Insurance License #33165

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. 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.

Complimentary Workshop:

Maximizing Your Retirement Income

Event Details

And Much More!

FEATURED PRESENTER