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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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Tue May 19

Prasino

6:30pm Central - 1520 S 5th St Saint Charles, MO 63303

This Event Is Full This Event Has Already Taken Place

Thu May 21

Prasino

6:30pm Central - 1520 S 5th St Saint Charles, MO 63303

This Event Is Full This Event Has Already Taken Place

What You'll Learn

The One, Big Beautiful Bill Act – Don’t overlook the new benefits it provides you. Take advantage of the Tax Code while you can.
Taxes – They will be the largest expense in your lifetime, but they don’t have to be that high. We will share TAX PLANNING solutions.
America’s National Debt & Deficit, Social Security Stability, Medicare Funding - How we can buffer ourselves from these issues.
Retirement Planning 101 – Income, Investments, Expenses, Social Security, Pensions, Healthcare, Long-Term Care, Estate Planning, Taxes, OH MY! How do they all come together for a successful retirement plan?

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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.