Loveland, CO | YTP Dinner | August 2023 | ARE-14711

ABOUT | PRESENTER | AGENDA | VENUE

Held at Sweet Heart Winery | Loveland, CO | August 22, 2023

Take Control Of Your Retirement & Take Back Your T.I.M.E.

WINE & WEALTH SEMINAR

Seats Available Now!
Registration Closes In:

Days

Hours

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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.

Location:

Held At Sweet Heart Winery
5500 W US-34, Loveland, CO 80537

This event meets once for a 1.5-hour session.
– Sweet Heart Winery on August 22 at 6:00 p.m.

Food Offerings:

Each attendee will enjoy a complimentary glass of wine and upscale hors d’oeuvres, which includes an assortment of cheeses, meats, pickled items, crackers, nuts and fruit.

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, a passionate advocate for helping individuals with their finances, established a specialized financial firm dedicated to providing personalized retirement strategies. With a wealth of experience, extensive education, awards, and the accolade of being an Amazon Best-Selling Author for his book on financial planning, Frank possesses a unique advantage in the industry. Having worked with hundreds of clients over more than two decades, he offers invaluable insights into effective planning procedures, with an emphasis on taxes, income, money and estate planning.

In addition to creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of top financial advisors in the country: Ed Slott’s Master Elite IRA Advisor Group. His expertise extends beyond IRAs; Frank has invested significant time in acquiring advanced knowledge of Social Security strategies, money management, tax reduction, income planning, and so much more that enables him to design the most comprehensive retirement plans for his clients. His book, “Your T.I.M.E.

™ is Now,” serves as a testament to his expertise and unwavering dedication to the field.

Beyond his client base, Frank’s influence reaches far and wide. He actively trains and coaches fellow financial advisors across the country, sharing his wealth of experience and knowledge from his best-selling book. By assisting fellow advisors, Frank strives to improve the efficiency and effectiveness of their service to clients.

Maintaining both his securities and life insurance licenses, Frank offers a diverse range of investment and insurance options to cater to his clients’ needs. His comprehensive expertise, demonstrated through his best-selling book and his successful track record, enables him to develop customized and highly effective financial strategies for each individual client.

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

This event meets once for a 1.5-hour session.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for confirmation purposes.

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.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.