TERMS AND CONDITIONS - PRIVACY POLICY
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Neither William Rolin nor Advance Retirement Solutions, LLC 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.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
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ABOUT YOUR HOSTS
William & Lora Rolin
For over two decades, William Rolin has – alongside his wife and business partner, Lora – continually helped hardworking Americans better preserve their retirement savings and increase their retirement income.
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!
What You'll Learn:
Join us
Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Create a Retirement Income Plan That LASTS
What the OBBBA could mean for Roth IRAs, especially how new rules may affect beneficiaries, distributions, and long-term tax planning
How "The Big Beautiful Bill” may impact estate plans, including changes to beneficiary rules, inheritance timelines, and overall tax treatment
Learn how to budget for healthcare, inflation, and lifestyle needs
Understand how to make your money last—no matter how long you live
Minimize taxes with smart withdrawal and asset allocation strategies
Discover how to turn your savings into reliable retirement income
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Tuesday, September 9th @ 6:00 PM
Odenton Library
1325 Annapolis Road, Odenton, MD 21113
Tuesday, September 9th @ 6:00 PM
Phone: 866-349-6022
Email: advancedretirements@gmail.com
Website: https://advancedretirements.
BONUS: Attendees will be eligible for a complimnetary copy of Jacobs book Permission to Spend: What to do When Your Paycheck Stops and Retirement Begins
Odenton Library
1325 Annapolis Road, Odenton, MD 21113
Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Create a Retirement Income Plan That LASTS
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Thursday, June 18th @ 6:30 PM
Moore Pioneer Library - Room B
225 S Howard Ave, Moore, OK 73160
Join us
Thursday, June 18th @ 6:30 PM
Moore Pioneer Library Room B
225 S Howard Ave, Moore, OK 73160
As an independent retirement Income Specialist, William serves clients in Oklahoma, Texas, Florida, Kansas, and Arkansas. Working with individuals, couples, and businesses, he has helped hundreds of clients implement income-generating strategies designed to better protect their savings from threats like inflation, rising healthcare costs, market fluctuations, and risks associated with longevity.
Lora Rolin is a Series 65-licensed Investment Adviser Representative with Foundations Investment Advisors, LLC. Lora has more than 24 years of experience in the Insurance and Financial Industry and is licensed in multiple states.
Along with her husband and business partner, William, Lora’s passion and priority is to help you build a successful income strategy designed to help you enjoy the financial freedom you deserve in retirement.
