Don't Worry, Retire Happy!
Seven Steps to Retirement Security
Don't Worry, Retire Happy! Seven Steps to Retirement Security is your guide to straight-forward retirement planning in uncertain times. In this presentation we will focus on 3 main topics: Longevity, Long Term Care and the KEY to Happiness in Retirement. Don't miss this powerful presentation filled with audience participation and find Retirement Alpha- based on Math and Science, NOT opinions!
Join Mike Windle, owner of Custom Wealth Solutions and special guest speaker Tom Hegna for an educational, memorable and inspiring event!
DATE: Tuesday, July 20, 2021
TIME: 6:00PM
LOCATION: Weber's Restaurant
3050 Jackson Ave.
Ann Arbor, MI 48103
About Your Speakers...
Mike Windle, RICP
Retirement Income Certified Professional
Owner of Custom Wealth Solutions
Mike Windle, owner of Custom Wealth Solutions, is an innovative planner that specializes in all areas of retirement. Serving his clients for nearly a decade, he builds Retirement Blueprints that provide for a successful and happy retirement for his clients. Mike advises his clients on not only smart investment options, but income, taxes and wealth transfer strategies as well.
Tom Hegna
Author, Speaker and economist
Our guest speaker Tom Hegna is considered by many to be THE Retirement Income Expert. Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.
He has a popular public television Special that has played in over 72 million homes in the U.S. and Canada. Tom specializes in creating simple and powerful retirement solutions and solving complex financial problems using easy-to-understand words, ideas and stories.
Topics to be discussed, plus much more...
Retirement Alpha: How Mortality Credits Improve Retirement Outcomes
Join Tom Hegna for a stimulating session on how the insurance industry is uniquely situated to solve the boomer retirement crisis. In a low interest rate environment, CD’s and Bonds are not going to give the adequate “alpha” necessary to provide adequate income to retirees. Utilize “Retirement Alpha” by using life insurance and guaranteed lifetime income from a life insurance company! Understanding the importance of securing Alpha and how it is essential in every retirees plan!
Social Security Optimization
Did you know that for many Americans, their largest retirement asset is Social Security? For a lot of people, they spend more time planning their yearly family vacation than they do planning their Social Security benefit. A great seminar for advisors and consumers alike, it’s never too late to start planning your Social Security!
Don’t Live a Just-In-Case Retirement
Retirees talk so much about saving their pile bigger and bigger so they have enough when they arrive at retirement. What happens when they think they have arrived? Rather than live a fulfilled retirement, they live in fear of outliving their money or always keep their kids in mind to leave whatever is left over. Understand risk management is KEY to unlocking retirement happiness.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Custom Wealth Solutions are not affiliated companies.