Complimentary Dinner Seminar in Springfield, MO

Brought to you by:

Gain Control of Your Taxes, Income & Social Security Benefits in Retirement​​

Event Details

Char Steakhouse & Oyster Bar

1620 E Republic Rd

Springfield, MO 65804

- Tuesday, March 12 at 6:00 p.m.

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A delicious three-course meal featuring a Caesar or Wedge Salad; an entrée of an 8oz Filet Mignon, Char Chicken Bijan, or Fresh Ahi Tuna; followed by a Decadent Chocolate Bowl for dessert.

*YOU MUST BE 58 OR OLDER TO ATTEND THIS EXCLUSIVE EVENT.

We will contact you to confirm your dinner reservations.

Join us for a complimentary meal and special presentation at Char Steakhouse & Oyster Bar, where we’ll discuss important topics for those in or nearing retirement. Here's what we'll cover:

• Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
• The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
• How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
• Steps to help you reduce one of the biggest concerns of many Baby Boomers—running out of money in retirement.
• Social Security timing and claiming strategies to help maximize your benefits.
• Ways you may be able to lock in historically low tax rates now, before proposed tax changes go into effect.¹
• Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.²
• How to help preserve your assets to create a lasting legacy for your loved ones.
• Potential risks that may derail your retirement and how you may be able to avoid them.
• And MUCH more!

Sign Up Below!

Complimentary Dinner Registration

Seating is limited. Sign up today to guarantee your seat(s)!

Live instruction from knowledgeable financial professionals, in an engaging, easy-to-understand format.

An opportunity to receive a complimentary retirement snapshot analysis for your current plan that will help you understand the best time to take Social Security.

Mike Gann is a 22-year industry veteran, bringing a wealth of experience and skills. Mike has earned the Certified Senior Advisor designation, is a 19-year MDRT* qualifier and 18-year member of the National Association of Professional Advisors. With a focus on insurance and asset protection strategies, Mike and the team believe client relationships are much more than just handshakes and meetings. With Advantage Retirement, his goal is to provide the best possible strategies to meet the client's individual needs today and into the future.

Gracie Gann is the 2nd generation to Advantage Retirement and is an Investment Advisor holding a Series 65 and is a multi-year MDRT* qualifier. Gracie attended FIT University in New York and graduated from Missouri State University. As a wealth advisor, Gracie specializes in designing holistic retirement plans tailored to each client's unique goals with a focus on asset preservation and tax efficiency. At Advantage Retirement Gracie prioritizes building long lasting client relationships and progressing the business as clients’ future retirement needs evolve.

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¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

³ https://money.usnews.com/money/retirement/aging/articles/preparing-for-medical-expenses-in-retirement

Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Advantage Retirement Services and CreativeOne Wealth, LLC are not affiliated.

Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.

*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.