Creating a Predictable Retirement
Focused On People, Not Profits...
Join Us for Dinner and a Comprehensive Retirement Planning Workshop on How to Navigate Market Volatility and Master Risk Management Strategies
Retirement Master Class
Join us for a private educational event and learn how to minimize market risk from your retirement accounts and build a foundation of predictable retirement income. This is a working class. We will be workshopping real world examples. Come with your notebook, ready to learn.
We can't have your mind distracted by hunger pains, so a complimentary dinner will be provided.
Seating is Limited. Reserve Your Spot Now!
Eagles Nest at the Lake
3089 Aerie Ln, West Frankfort, Il 62896
Do Something Today That Your Future Self Will Thank You For
Why is this so important for your retirement?
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
As a "Thank You" for joining us, a complimentary meal will be served. Reservations are required. Register today!
Do Something Today That Your Future Self Will Thank You For
Eagles Nest at the Lake
3089 Aerie Ln, West Frankfort Il 62896
Join us for a FREE retirement workshop designed specifically for women navigating wealth, retirement, and life transitions. Whether you're married, single, widowed or divorced, you could benefit by joining us!
Wednesday, July 8th @ 1:00 PM or 7:00 PM
Crowne Plaza Annapolis by IHG
Women, Wisdom, and Wealth
173 Jennifer Rd, Annapolis, MD 21401
Identify the major issues the death of a spouse can cause if you are not prepared.
Learn why income planning for women 50+ is even more important than it is for men.
Find out which Social Security pitfalls to avoid and 4 things you must know before claiming benefits.
Learn steps to take to feel more confident about retiring (especially if you don't know where to start).
What You Will Learn
ABOUT YOUR HOST
Kristin Oakley
Kristin Oakley brings more than two decades of experience as a dynamic professional speaker, financial educator, and trusted voice in national media. As a National TV and Radio Show Host with Magellan Financial, Kristin has become a recognized name in financial education, using her platform to simplify complex retirement planning concepts for audiences across the country. She has hosted over 1,200 financial television shows airing in more than 30 states.Before her current role, Kristin spent six years traveling nationwide as a financial education instructor, presenting on a wide range of retirement planning topics for one of the nation’s largest independent advisory firms.
She also worked directly with David Bach, New York Times Best-Selling author of Smart Women Finish Rich. Her warm, down-to-earth style makes her a favorite with audiences looking to cut through the noise and get real information about their financial future.Kristin lives just outside of Chapel Hill, North Carolina with her husband Charlie, and is always thrilled when she has the opportunity to represent the team of Elite Income Advisors. Whether on stage, on screen, or one-on-one, her goal is always the same: to make financial education feel accessible, empowering, and even a little fun.
EVENT DETAILS
Crowne Plaza Annapolis by IHG
Wednesday, July 8th @ 1:00 PM or 7:00 PM
173 Jennifer Rd, Annapolis, MD 21401
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.
Kristin Oakley, 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.
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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.
