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

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

OR

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!)

How to make your retirement assets work together holistically, reinforcing your retirement goals

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.

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

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:

Understanding today’s rising healthcare costs and how they can impact your retirement savings

Essential estate planning tools including wills, trusts, powers of attorney, and beneficiary designations

Creating reliable retirement income streams designed to last throughout retirement

Long-term care planning strategies to help protect your assets and preserve your independence

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.

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

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.

Strategies for leaving a legacy to loved ones while minimizing potential tax and probate issues

Jeromy Wood

With over 15 years of experience in the financial services industry, starting via many different roles at Morgan Stanley and continuing through his position at KPG Capital Partners, Jeromy has discovered his strong passion for helping others. His focus currently lies in helping people with Medicare, retirement planning, and to protect risks through insurance. He makes every possible effort to ensure these plans meet the unique needs of each client. 

Over the time frame of his career, Jeromy has found that he enjoys building those long-term relationships with clients. These relationships help him when it comes to finding the customized solutions for clients and small businesses alike. He also has strong customer service skills and takes pride in his attention to detail.

Jeromy graduated from Western Governors University with a Master’s of Business Administration and a Bachelor’s of Science in Accounting. He has lived in Utah his entire life, currently residing in Tooele, and has been married for more than 15 years. Now he has three children, who are very active in sports and school. Outside of helping people make smart money decisions, Jeromy enjoys many outdoor activities like fishing, hiking and barbecuing. 

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.

What Are The 4 Retirement Cornerstones?

JOIN US for a FREE

 Retirement Planning Event

How Medicare, supplemental insurance, and healthcare decisions fit into your overall retirement plan

OR

OR

Phone: 801-598-3748

Email: jeromywood@ffig.com

Website: futurityfirst.com