1-800-976-1093 RSVP Code 493307 Select a Date and Register

JOIN US FOR A COMPLIMENTARY PRESENTATION

RETIRE TAX-FREE – OVERCOMING THE OBSTACLES

Understand How the New Tax Law and Other Recent Policy Changes Can Help You, Your Family, and Your Legacy for Years to Come!

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Click an event date below to register!

Tue Nov 11

Bishop's Post

6:30pm Central - 16125 Chesterfield Pkwy W Chesterfield, MO 63017

This Event Is Full This Event Has Already Taken Place

Wed Nov 12

Bishop's Post - Waitlist Only

6:30pm Central - 16125 Chesterfield Pkwy W Chesterfield, MO 63017

This Event Is Full This Event Has Already Taken Place

What You'll Learn

The One, Big Beautiful Bill Act – What affect (positive and negative) will it have on your retirement savings? Could you be overlooking some of the new benefits it can provide you?
The Economy - Will sweeping changes to trade policy and tariffs further reduce your buying power and alter the retirement lifestyle you’ve planned for? Do you have any ways to lessen the impact?
America’s National Debt & Deficit - How will this looming problem likely impact your retirement?
Social Security – Are there new claiming strategies or tax implications that you and your family could benefit from?
Longevity Risks - Will you outlive your money? How do you want to be taken care of if your health fails?
Taxes – Nothing is permanent in tax law. How might future tax hikes affect your retirement? Will you be left with enough money?
Retirement Income - How can you generate lifetime income that is tax-free, predictable, and dependable?

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Featured Speakers

Gerry and Heidi

Gerry and Heidi have been assisting their clients Plan with Purpose for decades. Relying on their backgrounds in taxation, they place emphasis on taxes while assisting their clients to prepare for their financial future. As co-hosts of the radio program and podcast, Kickin’ with the Rickens: Redefining Retirement, Gerry and Heidi enjoy sharing strategies that preserve hard-earned assets, secure future income needs, meet your risk tolerance, and reduce the tax burden to their listeners. Visit rickenfinancial.com to learn more!

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Insurance products are offered through the insurance business Ricken Financial, LLC MO Insurance License #8077622. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. No products will be sold at the event and while attendees are welcome to schedule individual meetings with the Advisors, there is no obligation to do so. Attendance is subject to the Advisors’ approval. As a professional courtesy, we ask that Financial Planners, Insurance Professionals, and Brokers not attend. No specific recommendations will be given on Tax, Legal, or Investment Advice. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency.