South Kansas City Area

Baby Boomer Retirement Course

For the baby boomers, there’s been a shift in retirement income planning when compared to previous generation. This course is a comprehensive personal finance course 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 strategy.

Course Schedules and Location:

Presenter: Brian Taylor
Tuesdays, May 2nd and 9th, 6:30 P.M. – 9:00 P.M. (Registration Closed)
Saturdays, May 6th and 13th, 9:30 A.M. – 12:00 P.M. (Registration Closed)

MidAmerica Nazarene University:
Santa Fe Commons Location – Room 203
13563 South Mur-Len Road
Olathe, KS 66062

Registration

• Tuition $0
• Fill out form
• Select dates on form
• Click on the “Reserve Your Spot” button to register for chosen date
• No additional cost for course materials.

About Simplify Your Retirement

Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide main street investors with the peace of mind about retirement. Our goal is to empower Baby Boomers to prepare for a secure and peaceful retirement.

Respond and learn how various financial products including life insurance and annuities can positively impact your retirement.

Licensed Insurance Professional.

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.

Register Here

Upcoming Events

There are no upcoming events at this time.