A free workshop for pre-retirees and retirees who want their savings to pay them back — steadily, predictably, and without worrying about the market.
Do you have one of these types of accounts?
You should attend to learn how retirees are turning these accounts into guaranteed lifetime paychecks.
There is no cost to attend. Spots are limited.
We'll send a confirmation and a reminder before the workshop.
Questions? Call (385) 295-9717.
Simple, practical strategies you can bring straight to your own retirement plan.
How to convert part of your 401(k) or IRA into a steady, guaranteed monthly income you can't outlive.
Ways to keep your retirement paycheck stable even when the stock market drops.
How to plan withdrawals so you don't run out of income later in retirement.
Casey Rees is a retirement planner who helps pre-retirees and retirees turn their savings into dependable income. Casey is knowledgeable in the following topics: retirement income plans, Social Security, Medicare, estate planning, and home equity planning.
This workshop is educational only and open to the public — no products are sold at this event.
No. This workshop is free, with no cost or obligation to attend.
About an hour, delivered in a relaxed, classroom-style format.
No. This is an educational event only. No products are promoted or sold during the workshop.
Anyone who is within 5 years of retiring or already retired, and is wondering whether they will have enough predictable monthly income to last a full retirement.
Reserve your free seat now. Seating at the Taylorsville Public Library is limited.
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