~ Retirement Masterclass ~

A No-Cost Educational Workshop For Ages 50 plus.

A must attend for those who have 250k+ in assets and own your home!


Date: Wednesday, July 24th

Time: 10:30am

Venue: VFW Hall

Address: 850 S Sandusky Rd, Sandusky, MI 48471

Imlay City

Date: Wednesday, July 24th

Time: 3:00pm

Venue: Days Inn by Wyndham

Address: 6692 Newark Rd., Imlay City, MI 48444

Limited Seating Claim Your Spot Now!

Unlock Estate Planning Secrets For Retirement Security

  • The difference between Medicare verse Medicaid and what they pay.
  • Transform some or all of your 401k into guaranteed income, FOR LIFE.
  • Preserve your retirement accounts from Medicaid and nursing home spenddown.
  • Understand different types of annuities along with the benefits and limitations of each.
  • Navigate the Secure Act law which could impact retirement accounts and beneficiaries.
  • Legacy Planning techniques to bypass probate, safeguard your estate, and decode new Estate Recovery laws.

Are you a candidate for this informative workshop?

Ask Yourself These Three Questions

  • Is having 100% control over your LEGACY PLANS by creating tax efficiency, keeping the courts legal system out of family affairs, and ensuring heirs inheritance remains private from public record important to you?
  • If you became sick or injured and required advanced medical care, often averaging $10,200 per month, would you want a plan that PROTECTS your home from government LIENS and your retirement accounts from being depleted?
  • Would you benefit from transforming a portion of your 401(k) or IRA into GUARANTEED income FOR LIFE, thus enhancing the security of your retirement?

If you answered YES to any of these questions, this is a must attend Safe Money Mindset event where we will present solutions to these topics and many more...!

Did You Know?

  • 65% of Americans 65 and older will rely on skilled care and that 85% of people who end up in nursing homes rely on Medicaid. 
  • The average nursing home cost Nationally = $10,200 per month and the average stay is 2.5 years!
  • High percentage of nursing home stays result in a LIEN on your home due to the Estate Recovery Act!

~ Don't be a STATISTIC! Join us to learn how to protect yourself. ~

Receive Our Safe Money Mindset Book 

Simplifying how you think about investing, how you plan to spend your wealth, and how you will derive future income; Safe Money Mindset is a unique approach to building a retirement that is stable, inflation resilient, and supports a life style you won't outlive. 

All Attendees Receive A Free 160 Page Copy!

Meet Your Presenter

Rick Williams
Safe Money Mindset Educator

"With 17 years of experience in financial services and as a retirement planner, I've learned the best way to help people is to deliver tangible information that can be acted on or used to initiate advance conversations with their financial advisors."

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.

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