TERMS AND CONDITIONS - PRIVACY POLICY
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Neither Kevin Bard nor Creative Asset Solutions are affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Investment advisory services offered by duly registered individuals through Creativeone Wealth, LLC a Registered Investment Adviser. Creativeone Wealth LLC and Creative Asset Solutions are unaffiliated entities.
To register for our Thursday, June 22nd event please click the button below!
We are also hosting an event on Thursday, November 9th. To see the details for the event, click the button below!
1720 S. Scenic Hwy, Chattanooga TN 37409
Sharonville Branch Library
10980 Thornview Dr, Cincinnati, OH 45241
Thursday, June 11th @ 6:00 PM
Seating limited, reservations required.
*** The use of this meeting space does not constitute an endorsement of the program, meeting, or its content by the venue.
How To Plan For A Stress-Free Retirement
Don’t let the uncertain economy and market conditions ruin your retirement dreams. Join us for this FREE live workshop and learn how to plan for a secure and stress-free retirement in 2026 and beyond!
BONUS: We will be serving Chick-fil-a as our "thank you" for joining us!
How to build an income plan that you, nor your family will outlive
Optimization strategies to help you get the most from Social Security
How to pass your wealth to your loved ones in the most tax-advantageous ways possible
How to build an estate plan that protects your legacy from probate
Learn strategies on how to structure your current portfolio in today’s market
Plus much, much more!
Join Us
Join us
Tuesday, April 14th @ 6:00 PM or Thursday, April 16th @ 6:00 PM
Gateway Community College: Edgewood Campus
790 Thomas More Pkwy Room 214 Edgewood, KY 41017
1720 S. Scenic Hwy, Chattanooga TN 37409
Gateway Community College: Edgewood Campus
Tuesday, April 14th @ 6:00 PM or Thursday, April 16th @ 6:00 PM
790 Thomas More Pkwy Room 214 Edgewood, KY 41017
Seating limited, reservations required.
How To Plan For A Stress-Free Retirement
Don’t let the uncertain economy and market conditions ruin your retirement dreams. Join us for this FREE live workshop and learn how to plan for a secure and stress-free retirement in 2026 and beyond!
BONUS: We will be serving Chick-fil-a as our "thank you" for joining us!
ABOUT YOUR HOST
Kevin Bard
After eight years of working for large insurance companies, Kevin Bard founded Creative Asset Solutions in August 2001. His objective has always been to provide clients with effective strategies for their insurance, investment, and retirement needs.
Kevin is dedicated to simplifying complex financial decisions and offering clear, straightforward guidance in an often confusing financial landscape. He collaborates with attorneys, CPAs, and other professionals to ensure his clients receive comprehensive and well-coordinated solutions tailored to their individual goals.
Whether clients are already retired, nearing retirement, or still years away, Kevin provides strategies designed for every stage of life. If you value a long-term relationship with a trusted advisor, Kevin offers more than 30 years of experience helping individuals make confident decisions about their investments, 401(k) plans, income planning, insurance, and estate planning. He and his team are committed to providing guidance, clarity, and peace of mind at every stage of life.
Creative Asset Solutions offers services including fiduciary advising, financial planning, wealth management, retirement planning, income planning, insurance, financial analysis, and estate planning.
What You'll Learn
Sharonville Branch Library
10980 Thornview Dr, Cincinnati, OH 45241
Thursday, June 11th @ 6:00 PM
Use of the meeting space does not constitute an endorsement of the program, meeting, or its content by the venue.
