Educational Retirement Planning Workshop

Take the First Step Toward Reaching Your Financial Goals

Get the information that can help you live a confident retirement. Attend one of our workshops to learn how addressing these concerns could help you feel more confident about the days ahead.

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date

October 13, 2026

October 22nd, 2026

Time

Location

Register for Workshop

Key Topics Covered

5 Pillars Every Retiree Must Master

Income
Planning

Generate steady income for life

Tax
Planning

Keep more of your money

Investment
Planning

Grow wealth while protecting it

Healthcare
Planning

Avoid financial devastation

Legacy
Planning

Help protect your family's future

Register for Workshop
Workshop Information

Retirement Planning Workshop Overview

Workshop Duration

1.5 hours of comprehensive education covering all key retirement planning concepts

Educational
Focus

Pure education - no products sold during workshop

Local
Venue

Convenient local location with easy parking and comfortable learning environment

Register for Workshop

What you Can Learn

  • The structure of what a good retirement plan looks like
  • How to address each area of retirement planning
  • What questions you should be asking your advisor
  • What strategies to employ to help answer those questions
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Your retirement security starts with one decision. Make it tonight.
Free workshop with Freedom Financial.

 
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100% Free • No Products Sold • Pure Education

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Insurance products are offered through the insurance business Freedom Financial Group. Freedom Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Freedom Financial Group are not subject to Investment Advisor requirements.

Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.

At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting.  There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 3155861 - 7/25