Held at The Financial Learning Center | Longmont, CO | February 28, 2023
Take Control Of Your Retirement & Take Back Your T.I.M.E.
A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP
Seats Available Now!
Registration Closes In:
Seating is limited. Register today!
WHAT IS THIS WORKSHOP?
There are four key factors that often go overlooked in people’s preparation for the future. Those four elements are: Taxes, Income, Money and Estate, otherwise known as T.I.M.E.™.
This comprehensive personal finance workshop is designed for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Taxes, Income, Money and Estate (T.I.M.E.™). Upon completion, you’ll have a better understanding of how a customized plan can benefit your retirement years.
Location:
Held At The Financial Learning Center
1729 Terry Street, Longmont, CO 80501
*The Financial Learning Center in the Oliver Building is located one block west of Main Street, off of 17th Avenue, behind Ace Hardware. Parking is available in front and adjacent to the building.
This workshop meets once for a 2-hour session.
– The Financial Learning Center on February 28 at 6:00 p.m.
About Your Presenter
Frank Oliver
Creator of the T.I.M.E.™ Planning Process
Member of Ed Slott’s Master Elite IRA Advisor Group
Author of the Amazon Best Selling book “Your T.I.M.E.™ is Now”
Frank has always had a passion for helping people as it pertains to their finances, so he built the specialized T.I.M.E.™ planning process. Frank’s extensive education and experience, working with hundreds of clients for nearly 2 decades, positions him to have very clear insight into effective planning procedures.
Along with creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of financial advisors: Ed Slott’s Master Elite IRA Advisor Group. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced Social Security strategies, greatly aiding him in designing the most efficient retirement plans. Frank has also trained and coached fellow financial advisors across the country on advanced planning techniques, so they too can assist their clients as efficiently as possible.
About Your T.I.M.E.™ Is Now
The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower retirees and pre-retirees to prepare for a stable and predictable retirement income.
Who Should Attend?
- Those concerned with their finances and wanting to prepare for market volatility, rising inflation, longevity and creating a lasting legacy for loved ones.
- Those nearing or in retirement.
Planning Strategies We Will Address:
- Excess taxation, IRA’s and 401(k)’s.
- Income planning, including Social Security benefits.
- Money management — where should I invest?
- Estate planning and taxes.
Why Now?
- Inflation, potential tax changes, and new IRA rules stemming from the SECURE Act.
- Global market volatility necessitates action.
- To keep up with the new economy we live in.
Your Registration Includes:
- A complimentary copy of “Your T.I.M.E.™ is Now” workbook and planning guide.
- Actionable strategies for your retirement plan.
Enroll Now
Select your date and register below for our upcoming Retirement Workshop at The Financial Learning Center in Longmont, CO.
Don’t miss out on this comprehensive retirement workshop that will cover important topics, such as tips for minimizing your tax liability in retirement, ways you may be able to maximize your Social Security benefits, strategies to help protect your assets from market volatility and MUCH more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
© 2023 Your T.I.M.E.™ is Now – All Rights Reserved
Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.
Frank Oliver
Your T.I.M.E.™ is Now
1729 Terry Street
Longmont, CO 80501
720-897-TIME (8463)
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The 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 direct your clients to a local Social Security Administration office, or visit www.ssa.gov.