Surviving Retirement Dinner Workshop

Ruth’s Chris Steak House

2137 Deming Way Middleton, WI 53562

Thursday, May 16th  @ 6:30 pm – 8:30 pm 

Please arrive 15 minutes early

Learning how to avoid costly mistakes may be the best investment you can make.

You are cordially invited to an informational dinner event for area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner after the presentation.

Well known local retirement specialist Pete Cymbalak and Nick Toman will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. You will leave with valuable information you can act upon immediately, such as:

  • How will the new tax reform bill impact your bottom line and retirement nest egg?
  • How you can create a guaranteed retirement income that you and your spouse cannot outlive.
  • How to properly plan for rising healthcare costs, inflation and higher interest rates during retirement.
  • How you may keep up with inflation while safeguarding your investments from risk.
  • How to pass your IRA to your children or grandchildren – without giving most of it to the IRS.
  • How future tax rate increases may affect your retirement and will you be left with enough money?
  • Key questions you should ask any financial advisor.

Join us for a complimentary dinner at Ruth’s Chris Steak House and discover how hundreds of local residents have simplified their retirement and lowered their overall risk.

There is no obligation and nothing will be sold.

 

Reservations are required. Seating is limited and fills quickly.

Call our 24-hour reservation line at: (833) 212-4676 (Toll Free, 24 hours)

This event is for first time attendees only. Over age 50. Please no children, agents or brokers.

 

About Your Course Presenter:

Pete Cymbalak

Pete is a well-known NASDAQ speaker, radio host on iHeart Media 1310 WIBA and 92.1, RetirementNewsOnline repeating feature, and president of Empowered Financial Management. Pete educates pre-retirees and retirees at universities in an effort to educate them on retirement challenges and how to avoid the many pitfalls. Pete is dedicated to changing with the industry. In addition to speaking and educating regularly, he is an experienced financial professional with a focus on retirement strategies and asset preservation for families and retirees.

After serving in the Navy, Pete has lived in the Madison area for over 25 years with his wife Tammy. They have two children – a son who attends college at Moody Bible Institute and a daughter who has graduated college, launched multiple businesses, and is married. They also have two Bernese Mountain Dogs and a cat.

Nick Toman

Nick is a well-known radio host on iHeart Media 1310 WIBA and prominent advisor at Empowered Financial Management. Nick passionately educates pre-retirees and retirees about how to avoid another 2008 crash after he first handedly experienced his own friends and family losing their retirement funds, causing them to delay retirement indefinitely. Nick is a Certified Financial Planner and has been working in the financial services industry for over 26 years.

Nick and his wife Christine have been married for 24 years and have two outstanding kids – a son that attends Loras College and plays basketball at the university and a daughter who is in high school at Verona Area High School.

 

 

Investment advisory services are offered through Empowered Financial Investments, a Registered Investment Advisor. The firm and Investment Advisor Representatives of Empowered Financial Management, LLC, may only conduct business where they are properly registered or are exempt from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The firm is not engaged in the practice of law or accounting. All investment strategies have the potential for profit or loss.

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Date

May 16 2019

Time

06:30 PM - 08:30 PM

Cost

Free

More Info

Register

Location

Ruth's Chris Steak House
2137 Deming Way Middleton, WI 53562

Organizer

Empowered Financial Management
Phone
800-245-9828 (RSVP #382282)
Email
team@retiremadison.com
This website is a publication of Empowered Financial Investments, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Empowered Financial Investments, LLC is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Any tax and estate planning 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. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. - Enfold Theme by Kriesi