Bozeman Public Library

Large Community Room
626 E Main St, Bozeman, MT 59715

Seating is limited, so sign up today!

No charge to attend!

Bozeman Public Library

Large Community Room
626 E Main St, Bozeman, MT 59715

Seating is limited, so sign up today!

No charge to attend!

REGISTER NOWSUBMITREGISTER NOW
The new tax and financial rules have changed.

Understand the potential impact taxes have on your retirement income.


You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events.

Fortunately, there are sound ways to help stretch your retirement income. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. At this informational workshop you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this workshop and contains information you will want to remember from this presentation.

Join us at Bozeman Public Library for an informational workshop covering retirement income strategies on Wednesday, December 12 from 6:00-7:30 PM or Thursday, December 13 from 6:00-7:30 PM.

This focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Address common threats to retiree portfolios
  • Utilize financial vehicles that could last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

This educational workshop focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Address common threats to retiree portfolios
  • Utilize financial vehicles that could last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. See our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Retirement Income Planning 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Hosted by Charles Dingman, an Investment Advisor Representative of Retirement Wealth Advisors Inc. (RWA). Investment Advisory Services offered through RWA, a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Charles Dingman does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.