Hereford House
17244 Midland Drive, Shawnee, KS 66217
Tuesday, November 28, 2017
6:00 p.m. to 8:00 p.m.
Ignite Wood Fire Grill
8721 Ryckert St, Lenexa, KS 66219
Wednesday, November 29, 2017
6:00 p.m. to 8:00 p.m.
Will you have enough income to maintain your lifestyle in retirement? Will your hard-earned savings last throughout your lifetime? Could you potentially be leaving thousands of dollars on the table?
You've done a great job accumulating assets throughout your career, but how do you handle the distribution phase as you approach retirement? Many strategies that worked in the past are no longer effective as the rules and economy keep changing. The decisions you make today about when, where and how you will receive your income in retirement are more important than ever. Advanced income planning will help ensure you have a stable, predictable source of income and help you avoid any surprises or unexpected expenses.
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. Fortunately, we developed this comprehensive overview that will help you make informed decisions to better prepare for the future. It's important to know all of the strategies and alternatives that are made available to you so you can make informed decisions and stay in control of your money.
Please join your host Elliot Omanson for a complimentary gourmet meal while we discuss the following important topics for recent retirees and those retiring in the next 5 to 10 years:
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Elliot Omanson, Senior Adviser President of Sage Financial
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 help to 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.
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*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
Elliot Omanson is a registered representative of Motiv8 Advisors, LLC. Investment Advisory Services are offered through Motiv8 Investments, LLC., an SEC Registered Investment Advisor. Sage Financial is not affiliated. Motiv8 Investments, LLC. is located at 2104 SE Rays Way, Stuart, FL 34994.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities 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.