Simplify Your RetirementBaby Boomer Retirement Course
Simplify Your Retirement provides comprehensive personal finance information 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 other considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.
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Course Location & Schedule
(includes all course materials and fees)
**$10 discount if registered on or before 3
days prior to beginning of class**
- Couples may attend for a single tuition cost
- Fill out form
- Select dates on form
- Click the “Reserve Your Spot” button to register
- Follow the PayPal instructions
About Your Workshop Instructor
Mike Owens has enjoyed an impressive 40-plus years in the financial services industry. His client-centered perspective on financial services permeates all levels of his organization. “Our success is and has been, directly related to our sincere interest in the financial well being of all our clients.
“Experience, continuing education and access to the right products are, of course, important points for our clients, but in the end, long-term relationships are the foundation of any company, whether it is financial services or the local hardware store. We feel that the best way to build relationships is to earn our clients’ trust. By truly listening to their needs and wishes, we can offer the advice and services that will help them achieve their objectives and financial goals, that many might think are not possible.”
Mike is the co-founder of Strategic Legacy Advisors and the co-creator of the Family Legacy Coach System, a comprehensive wealth planning process designed to help people see that the very best wealth planning process can take place when it is not skewed by the need to sell a product. He is convinced that “legacy planning” is not just for the wealthy and elite, and enjoys helping people understand that perspective. He offers securities and investment advisory services through Woodbury Financial Services member FINRA/SIPC. Woodbury Financial Services is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.
Mike is a CLU, (Chartered Life Underwriter), ChFC, (Chartered Financial Consultant), RFC, (Registered Financial Consultant), He has been very active in his church serving on the board of the St. Robert Bellarmine Foundation and has chaired the annual stewardship appeal for many years. Mike also serves on the advisory board of trustees for the Omaha Archdiocese Educational Foundation. In his spare time he coaches youth baseball and has coached basketball. He is married to Jill and is very proud of their four children and four grandchildren.
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 retirees with confidence when it comes to retirement income. Our goal is to empower Baby Boomers to prepare for a stable and predictable retirement income.
Licensed Insurance Professional.