Held at the Financial Learning Center in the Oliver Building | Longmont, CO
Lunch T.I.M.E.™ Retirement Talk: Unraveling Taxes, Income, Money, and Estate
A COMPREHENSIVE RETIREMENT PLANNING LUNCH & LEARN SEMINAR
Seats Available Now!
Registration Closes In:
Seating is limited. Register today!
WHAT IS THIS SEMINAR?
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 seminar 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.
If larger seminar settings aren’t for you, this small-scale lunch and learn seminar creates a more intimate setting where you can ask questions, have candid discussions and engage in open dialogue with Frank Oliver, creator of the T.I.M.E.™ Planning Process & Kyle Sullivan, Financial Advisor.
Location:
Held at the Financial Learning Center in the Oliver Building
1729 Terry Street, Longmont, CO 80501
This seminar meets once for a 1-hour lunch session. A lunch will be provided.
– Financial Learning Center on February 20 at 12:00 p.m.
ABOUT YOUR PRESENTERS:
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.
Kyle Sullivan
Financial Advisor
Kyle began his career in 2013 at Fidelity Investments, assisting clients on everything from investments to IRA’s, workplace accounts, and financial education. Kyle spent the next eight years as an investment consultant for financial advisors, helping to educate them on investment products for clients, analyze client portfolios, and provide relevant market commentary. Kyle is often accused of digging too much “into the weeds” but brings that intense attention to detail to clients when building their personalized financial plan, leaving no stone unturned.
A native of Jacksonville, Florida, Kyle moved to Colorado to begin his career in finance in 2013 after graduating from Florida State University with a degree in Finance. In his free time, Kyle enjoys golfing, skiing, watching his favorite sports teams, and exploring hiking trails throughout the Rocky Mountains with his wife, Macy, and dogs Kota and Boo.
About Your T.I.M.E.™ Is Now
The goal of this seminar 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 2.0.
- 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 Seminar at the Financial Learning Center in the Oliver Building in Longmont, CO.
This seminar meets once for a 1-hour lunch and learn session.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for confirmation purposes.
© 2024 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.