Heidi has been assisting her clients to Plan with Purpose and Retire with Joy for the last 15 years. Through The Purpose Approach™, Heidi creates customized retirement plans centered around strategies that may protect hard-earned assets, secure future income needs, decrease market risk, and reduce tax burden. As co-host of the radio and podcast program Kickin' with the Rickens: Redefining Retirement, Heidi's goal is to make retirement planning approachable, understandable, and fun!
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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.