Allen Trimble, Owner & President of Ganan Insurance Group, invites you to join him for a special webinar on Tuesday, Feb. 16 or Thursday, Feb. 18 at 7:00 p.m. CST. As a Registered Financial Consultant (RFC), Allen provides clients with customized strategies for their retirement income, designed to their unique goals and needs.
Do you have a strategy to ensure you won't outlive your retirement income? Join us for the opportunity to learn about:
- 2021 changes to tax laws, the SECURE Act and Social Security benefits that you need to know.
- How the soaring national debt and post-COVID economy may impact your retirement income.
- Steps to avoid some of the risks all Baby Boomers face—including running out of money in retirement.
- How to protect your savings from market volatility and avoid market losses during the next recession.
- Social Security mistakes and tax traps retirees need to be aware of.
- How to harvest your 401(k), IRAs and other assets to create reliable, tax-efficient income in retirement.
- Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
- And so much MORE!
Investment advisory services offered by duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Secure Money Strategies, Inc. are unaffiliated entities. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company.
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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.
Allen helps clients create risk-managed retirement approaches and guaranteed income strategies through the use of tax-efficient methods, retirement income planning and legacy planning. Allen’s continued education and passion for helping retirees align their goals with reliable retirement income plans can be seen in his designations. As a Registered Financial Consultant (RFC), Allen’s well-established strategic partnerships with attorneys and tax professionals allow Ganan Insurance Group to provide clients with customized strategies designed to each client’s unique goals and needs. The end result: reliable strategies and satisfied customers.
