Retirement U Workshop at the Benton Event Center in Benton, AR

17322 I-30,Benton AR 72019

01 June, 2021

Description

Join us for an informative event. Seats are limited due to social distancing standards. You don't want to miss this important course. WHY THIS CLASS MATTERS Everyone wants to make good decisions when it comes to their money, but most people have no detailed plans for how to survive and thrive during retirement. Retirement is much different today then it was 40 years ago. There are many more risks today we must manage during retirement, so we don’t run out of money. If you currently have a “PERFECT RETIREMENT PLAN” that addresses the risks of rising taxes, Social Security taxation, extreme stock market volatility, low interest rates, and how to provide yourself and your family adequate income for the rest of your life without having to worry about running out of money then CONGRATS! You will not need to waste your time on this class. WHO WILL BENEFIT MOST FROM THIS CLASS If you have saved at least $100,000 for retirement and you don’t feel confident in your current retirement plan and want to learn strategies to help combat the common risks during retirement this class will be worth your time. BALANCED FINANCIAL INFORMATION This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. This event is purely educational. IMPORTANT TOPICS FOR RETIREMENT TODAY TAX RATE RISK • How rising taxes may affect your retirement cash flow. • The disturbing “Catch 22” of 401k’s and IRA’s • If you believe tax rates may increase in the future should you convert your IRAs to Roth IRAs or do nothing? • How IRAs and 401ks distribution may cause your Social Security income to become taxable. RETIREMENT INCOME PLANNING • How withdrawing money from your retirement savings is drastically different then simply accumulating money in preparation for retirement. • How a properly structured income plan in retirement could save you thousands of dollars and a lot of grief during retirement. MAXIMIZING SOCIAL SECURITY • Learn how to take SMART steps to potentially avoid having to pay tax on your Social Security income. • Why having an overall retirement income plan could change your thinking on when to start taking your Social Security. WHY LOSSES DURING RETIREMENT MATTER • The 4 letter word that makes losses during retirement so painful. • If “buy and hold and hope” is your current investment strategy aren’t you just gambling? There may be a better way to invest. • How to create a custom investment strategy specifically for you and your situation For attending this class you will also receive 3 digital books: • THE FINANCIAL PLANNER’S GUIDE TO Becoming Ready for Retirement • 25 Social Security Secrets • How to achieve the 0% tax bracket in Retirement All written content on this site is for information purposes only. Opinions expressed herein are solely those of Campbell Financial Advisory, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Campbell Financial Advisory, LLC, a Registered Investment Advisor in the State of Arkansas. Insurance products and services are offered through Campbell Insurance Services, LLC. Arkansas Insurance Producer Number #1667080. Campbell Financial Advisory, LLC and Campbell Insurance Services, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arkansas or where otherwise legally permitted. Campbell Financial Advisory, LLC/Campbell Insurance Services, LLC and Aaron Campbell are not affiliated with or endorsed by the Social Security Administration or any other government agency.