Tuesday, May 20th at 6:30 PM
Retirement Planning Seminar
Join us for an exclusive Retirement Planning Seminar designed to help you make the most of your financial future. Limited seating available—reserve your spot now to gain insights on maximizing your retirement income and protecting the assets you’ve worked hard to save.
Complimentary treats and refreshments from Oakmont Bakery will also be served as a thank you for attending!
Retirement Planning Done Right
Our Retirement Seminars Are Hosted by some of the Best Financial Professionals in the Country.
Planning for a secure retirement has never been more complex. These seminars break down strategies for managing critical topics such as:
Market Volatility
Guaranteed Income
Minimizing Taxes
Healthcare Costs
Inflation
Longevity
Our knowledgeable presenters will guide you through strategies tailored to protect and grow your hard-earned wealth, equipping you with insights to make confident decisions for the retirement lifestyle you envision.
Inflation
66% of investors surveyed reported that inflation significantly impacted their ability to save for retirement.
ETFTrends.com
Taxes
As much as 85% of your Social Security benefit could be subject to tax.
SSA.gov
Healthcare Costs
70% of Americans will need long term care at some point during their retirement.
ACL.gov
Longevity Risk
At 65, there is about a 50% chance that you or your spouse will reach age 90.
retirementresearcher.com
Meet Your Presenters
Scott Lucas
Managing Partner, Wealth Advisor
Firm Foundations Financial Group
Scott has spent the last 17 years in the financial industry. He is an Investment Advisor Representative of Creative Financial Designs, Inc. based out of Kokomo, Indiana. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Certified Kingdom Advisor®, and is licensed in life, accident and health insurance. Scott has spent many years assisting clients transition into Medicare specifically, helping them navigate this along with Social Security claiming strategies.
Dave Simeone
Managing Partner, Wealth Advisor
Firm Foundations Financial Group
Dave brings over 24 years of expertise as a Financial Advisor, with a deep commitment to helping clients achieve their financial goals. He is an Investment Advisor Representative of Creative Financial Designs, Inc., a Registered Investment Adviser, headquartered in Kokomo, Indiana. Dave holds multiple professional credentials, including the Certified Retirement Counselor® (CRC®) certification conferred by the International Foundation for Retirement Education (InFRE). He also is a Registered Financial Consultant (RFC®) whose purpose is to provide a professional standard in helping clients attain financial independence and minimize risk. Dave is licensed in life, accident, health insurance and annuities.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser., 2704 S Goyer Rd., Kokomo, IN 46902, 765-453-9600. Firm Foundations Financial Group is not affiliated with the CFD Companies.
The guarantees associated with Insurance products are subject to the financial strength of the issuing insurer and the specific terms and restrictions of the applicable policy or contract. The insurance features do not guarantee that the investment will not fluctuate in value.
Location and Event Details
Gateway Hall—
4370 Northern Pike, Monroeville, PA 15146
Tuesday, May 20th at 6:30 PM
Complimentary treats & refreshments from Oakmont Bakery
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Retire Ready is owned and operated by Tarkenton Financial.
Promotional consideration provided by Tarkenton.