MAR 2023- Baby Boomer Retirement Secrets!
Rockford, IL - Recent academic research indicates that a fundamental shift in retirement planning for the Baby Boomer Generation could be necessary.
Due to global market instability and volatility, the 6 basic rules of thumb for retirement may no longer be the best strategy for you, and what you can do instead to improve your probability of success.
This course is taught in two sessions - choose the night that fits best for your schedule.
INCLUDES: All course materials. Register one person, and bring a guest for free!
Date: Tuesday, Mar 7th AND Tuesday, Mar 14th OR Wednesday, Mar 15th AND Wednesday, Mar 22nd
Time: 6:30PM - 8:30PM (Meets 2 Nights)
Location: RVC Physical Education Center
3301 N Mulford Rd Room 0110
Rockford, IL 61114
Register Today: Make Your Check out to ROCK VALLEY COLLEGE, then mail to: 6653 Weaver Rd Suite 114 Rockford, IL 61114 or call us directly with questions at 815-633-9595
Disclosure: Investment Advisory Services offered through Retirement Wealth Advisors, LLC. (RWA) a Registered Investment Advisor. Rockford Retirement Planning, Inc. (RRP,Inc.) and RWA are not affiliated. Investing involves risk
including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment
advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RRP,Inc. and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims
‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, LLC.
Social Security/Government Program Disclosure: Antonio Filippone of Rockford Retirement Planning, Inc and Retirement Wealth Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency
MDRT Disclosure: The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk-based products like life insurance, disability, and long-term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics but are not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see
https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.
Top of the Table:To qualify for top of the table a member must demonstrate an annual commission of six times the base requirement.
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