Retire Your Way Workshop in McHenry, IL

1555 South Illinois Route 31,McHenry IL 60050

13 September, 2021

Description

Join us for an educational retirement seminar at a time that works for you! A simplified 3 step approach that will guide you through the phases of retirement planning that need to be addressed in order to create a proactive strategy and help you realize YOUR dreams and goals. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement. 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 – no specific products or services will be offered. TOPICS TO BE COVERED INCLUDE • How to avoid the #1 fear for retirees: Running Out of Money. • The latest Social Security changes and how to maximize the benefit your tax dollars paid for. • What is the SECURE Act of 2020 and how could it effect your retirement? • The impact of fees, taxes and penalties on your retirement income and what you can do about it. • The 6 questions every successful retirement plan needs to answer. • How to turn retirement accounts into paychecks for life. • How to limit or avoid huge market losses without sacrificing competitive return rates. Benjamin D. Heizer, President of Heizer Financial Group, has been working in the financial services industry since 2004.Heizer Financial Group was formed in 2008 which focuses on helping you Retire Your Way. We service over 1000 clients in the Northern Illinois and Southern Wisconsin areas. We are proud to have a Complaint Free, A+ rating with the Better Business Bureau . Ben currently resides in the northern suburbs of Illinois with his wife, Alyssa and four adorable daughters. Ben volunteers as a worship leader in his church and regularly looks for opportunities to serve in his community thru special client events that include donations to charitable organizations. Ben can make the confusing and complex issues of retirement clear and understandable. This helps his clients to feel comfortable with his recommendations and enables them to accomplish their goals in retirement. Over the past 16 years, Ben has helped his clients keep over $160 Million of their retirement assets safe from market declines. In the recent market downturn he has saved his clients over $48 Million in losses. We consider our clients as family and we treat them as such. In everything he does, Ben seeks to provide his clients with the ultimate asset, peace of mind. Year after year, Ben humbly and continually ranks in the Top 1/10th of 1% of all financial professionals in his specialty. For people looking to achieve their retirement goals, Ben is undeniably one of the best financial professionals in the nation to partner with and we look forward helping you Retire Your Way.