Held at Chilson Recreation Center | Loveland, CO
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.™.
For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. 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 income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.
Location:
Held At Chilson Recreation Center
700 E 4th St, Loveland, CO Campaign-Zip
*Here are Dave’s Location Specifics
This workshop meets once for a 2-hour session.
Campaign- – Chilson Rec Center on January 24 at 6:00 p.m.
Registration Fee: $39 $0*
About Your Presenter
Frank Oliver
President & Founder of Oliver Asset Management
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 opened a specialized financial firm that provides customized retirement strategies. 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 Baby Boomers to prepare for a stable and predictable retirement income.
Who Should Attend?
- People between the ages of 50 and 70.
- Those concerned with their finances and wanting to prepare for market volatility, rising inflation, and creating a lasting legacy for loved ones.
- Investors looking for guidance based on recent Social Security changes and proposed tax laws.
What You'll Learn
- Tips for minimizing your tax liability in retirement.
- Options on when to take Social Security.
- How to define your core priorities.
- How to develop reliable retirement income.
- Common reasons retirees run out of money.
Why Now?
- There’s no better time to create strategies in which you can be confident.
- Global market volatility necessitates action.
- The basic financial rules of thumb have changed for a retiring generation.
Your Registration Includes
- An interactive workshop session.
- A complimentary copy of “Your T.I.M.E.™ is Now” book, upon request.
- A retirement income planning publication.
- A “Maximizing your Social Security” guide.
Enroll Now
Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at Chilson Recreation Center in Loveland, CO.
Registration Fee: $39 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.
This workshop meets once for a 2-hour session. Couples may attend for a single cost.
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
Oliver Asset Management
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.