As an Investment Advisor, Darrin McComas helps clients develop a comprehensive retirement income plan and investment strategy that fits both lifetime and legacy goals. Darrin is passionate about showing people common sense ways to diversify their assets so they can enjoy their retirement dreams. Darrin works tirelessly to alleviate the stress that comes with protecting his clients’ hard-earned money. Darrin holds a Series 65 license.
Shon has spent the past 20 years as a retirement planning specialist, where he finds great joy in helping clients protect their retirement assets while building their financial legacies for future generations. Shon started his career working with other retirement professionals around the country, teaching them how they could help their clients optimize their Social Security benefits and retirement income. Today, he works with Retirement + clients to build relationships and work toward financial independence.
SPECIAL GUEST SPEAKERS
DARRIN MCCOMAS
SHON PEIL
BONUS!
Everyone who attends will be eligible to receive a complimentary copy of Shon's Amazon Best Selling Book 'The Retirement Shield'!
Delaware Township Community Center
9094 E 131st St, Fishers, IN 46038
Limited Seating, Reservations are Required
During this event, you will learn...
How current inflation rates are hitting the stock market adversely
Why some pundits are expecting a market correction of 30-70%
How to reduce taxes on your Social Security after you start receiving your benefits
How to protect what you have without being forced to change your lifestyle or running out
How two special claiming strategies may increase your total benefits
New asset allocation strategies for retirement…not just stocks and bonds…that’s not going to cover it anymore
OR
BONUS! Enjoy catering from Passione Wood Oven Pizza as our "thank you" for joining us!
Maggiano's Little Italy
Brunello Room
3550 E. 86th St.
Indianapolis, IN 46240
Limited Seating, Reservations are Required
During this event, you will learn...
How current inflation rates are hitting the stock market adversely
Why some pundits are expecting a market correction of 30-70%
How to reduce taxes on your Social Security after you start receiving your benefits
How to protect what you have without being forced to change your lifestyle or running out
How two special claiming strategies may increase your total benefits
New asset allocation strategies for retirement…not just stocks and bonds…that’s not going to cover it anymore
OR
Lunch is still available!
Our Engaging and Friendly Presenters Will Show You:
How to ensure a foundation of guaranteed tax-free income that you cannot outlive
How to minimize collateral tax damage from your IRA or 401K on your social security and Medicare premiums
How to create a legacy that your heirs will value instead of creating "tax traps"
How minimize market risk and down years without sacrificing lifestyle (but rather increasing it!)
Meet Your Host
How to make your retirement assets work together holistically, reinforcing your retirement goals
OR
Register by clicking one of the buttons below:
Join us online
Registrations are limited, reserve your spot now!
David McKnight and RA Marketing have teamed up. We’ll show you how to:
Help your clients understand how popular financial gurus like Dave Ramsey and Suze Orman's one-size-fits-all financial strategies might not be right for them.
Explain to your clients why the simplified advice works well for new or struggling investors but falls short for more sophisticated, experienced investors who need detailed, math-based strategies.
Show your clients how there is a significant gap between the generic advice given by gurus and the advanced, proven financial strategies needed to maximize retirement savings.
How The Guru Gap aims to bridge the gap by offering more precise, math-driven financial principles to help investors ensure their retirement savings last.
Webinar: Don't Worry, Retire Happy
Join us online and learn how to simplify your retirement journey and how to make a trouble-free plan for retirement with a solid foundation to build on for future generations.
*All attendees will be eligible to receive a complimentary copy of the bestseller, Don't Worry, Retire Happy by Tom Hegna.
Seven Steps to Retirement Security
JOIN US for a FREE
Retirement Planning Event
David McKnight and RA Marketing have teamed up. We’ll show you how to:
Help your clients understand how popular financial gurus like Dave Ramsey and Suze Orman's one-size-fits-all financial strategies might not be right for them.
Explain to your clients why the simplified advice works well for new or struggling investors but falls short for more sophisticated, experienced investors who need detailed, math-based strategies.
Show your clients how there is a significant gap between the generic advice given by gurus and the advanced, proven financial strategies needed to maximize retirement savings.
How The Guru Gap aims to bridge the gap by offering more precise, math-driven financial principles to help investors ensure their retirement savings last.
Retire Confidently: 7 Proven Steps to Financial Freedom & Peace of Mind
Learn ways to turn your savings into lifetime income, protect what you’ve built, and enjoy the retirement you deserve — without fear of running out of money.
Join Roz Kovel (with special guest Tom Hegna) online for a powerful evening of financial clarity and peace of mind. Learn how to simplify your retirement journey and build a foundation of prosperity.
Join us and learn:
How retirement today is different from previous generations and what that means for your savings
How to create reliable income streams that outlast your working years
Proven tax mitigation strategies to help you keep more of what you’ve earned
The biggest risks facing retirees now (market volatility, inflation, longevity, and healthcare costs)
Special Guest Speaker
Tom is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way.
Tom Hegna
CLU, ChFC, CASL
He has condensed a large chunk of his considerable knowledge into five of his books:
(1) Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold
(2) Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country
(3) Paycheques and Playcheques, Retirement Solutions for Canadians
(4) Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 80 million homes in the US and Canada
(5) Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians
Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to make people laugh and solve complex financial problems using easy-to-understand concepts, ideas and stories. He has been a keynote speaker businesses, government organizations, professional associations, financial professionals, and their clients all across the globe.
“Tom’s advice changed our entire retirement plan. We sleep better at night knowing we have guaranteed income!”
- Julie M.
Register by clicking one of the buttons below:
Registrations are limited, reserve your spot now!
OR
Join us online
David McKnight and RA Marketing have teamed up. We’ll show you how to:
Help your clients understand how popular financial gurus like Dave Ramsey and Suze Orman's one-size-fits-all financial strategies might not be right for them.
Explain to your clients why the simplified advice works well for new or struggling investors but falls short for more sophisticated, experienced investors who need detailed, math-based strategies.
Show your clients how there is a significant gap between the generic advice given by gurus and the advanced, proven financial strategies needed to maximize retirement savings.
How The Guru Gap aims to bridge the gap by offering more precise, math-driven financial principles to help investors ensure their retirement savings last.
Turning Your Assets into Lifetime Cash Flow
Join us online and learn how to create a predictable income plan for retirement, legally divorce the IRS from your retirement, and ensure a legacy.
Most Americans do not realize the impact of taxes and market volatility on their retirement accounts once they start using them. This webinar will help you identify and diffuse those implications in your retirement accounts.
Register by clicking one of the buttons below:
Join us online
Tuesday, January 27th @ 6:30 PM CST or
Thursday, January 29th @ 6:30 PM CST
OR
Step-by-step guidance to develop a personalized, adaptable retirement plan
Jon DeFeo, CFP®, CRPC®
A lifelong resident of Westminster, Maryland, Jon earned his bachelor’s degree in business and finance from McDaniel College and has always had a passion for helping others navigate their financial future. In high school, he was a tri-sport athlete until a back injury ended his playing career, teaching him resilience and the importance of adapting to life’s unexpected challenges—lessons that now shape his approach to financial planning. While in college, he worked as a mechanic, giving him firsthand experience in the blue-collar world and a deep appreciation for hard work and financial stability.
As a CFP®, CRPC®, and CFEI®, Jon specializes in retirement and holistic financial planning, helping individuals and families create strategies for long-term financial security. Having worked for both large institutions and smaller firms, he has experience assisting clients from all backgrounds and financial situations. He co-hosts Retire Smart Maryland Radio and Retire Smart Maryland TV alongside co-founder Prashant Sabapathi while also leading community seminars to educate people on financial literacy and retirement planning.
Beyond his work, Jon is a dedicated dad who loves spending time with his wife, son, and daughter. Whether he’s hiking, exploring the outdoors, or relaxing at the beach, he prioritizes family time while remaining deeply committed to serving his clients.
© 2026 Retire Wise. All Rights Reserved.
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Jon DeFeo, and Elite Income Advisors, Inc. are not 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.
FACEBOOK is a trademark of FACEBOOK, Inc.
Investment advisory services offered through Elite Income Advisors, Inc., a registered investment advisor located in Ellicott City, Maryland. The firm only conducts business in states and jurisdictions in which they are properly registered or exempt from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. All investment and insurance strategies have the potential for profit or loss. Asset allocation, rebalancing, and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Insurance and annuity products are sold separately through Retirement Planning Services, Inc. Insurance and annuity product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Neither Elite Income Advisors, Inc. nor Retirement Planning Services, Inc. is engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Most Americans do not realize the impact of taxes and market volatility on their retirement accounts once they start using them. This webinar will help you identify and diffuse those implications in your retirement accounts.
David McKnight and RA Marketing have teamed up. We’ll show you how to:
Help your clients understand how popular financial gurus like Dave Ramsey and Suze Orman's one-size-fits-all financial strategies might not be right for them.
Explain to your clients why the simplified advice works well for new or struggling investors but falls short for more sophisticated, experienced investors who need detailed, math-based strategies.
Show your clients how there is a significant gap between the generic advice given by gurus and the advanced, proven financial strategies needed to maximize retirement savings.
How The Guru Gap aims to bridge the gap by offering more precise, math-driven financial principles to help investors ensure their retirement savings last.
Plan Smarter for the Retirement You Actually Want
Join us online and discover how modern retirement has changed. You will learn practical strategies to manage risk, reduce taxes, and build a plan that lasts.
Register by clicking one of the buttons below:
Join us online
Wednesday, June 3rd @ 11:00 AM EST or
Thursday, June 4th @ 6:00 PM EST
OR
JOIN US for a FREE
Retirement Planning Event
Key elements every successful retirement plan should include
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