Mid-Continent Public Library – Colbern Road
What You'll Get:
• Seats to live classroom instruction
• Education from licensed financial advisors
• Time to get questions answered live
• An opportunity to connect with the instructor about your situation
What We'll Discuss:
$ 0.00 USD
Retirement Design Lab exists to empower you to take control of your retirement through education
Financial literacy helps support retirement confidence and preparedness. As the financial world continues to get complicated, connecting people to qualified educators becomes ever more important.
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How you will spend your time, what kind of lifestyle you will have, and how your finances will look. It can also include envisioning how you will stay active and connected with family and friends
RDL instructors are licensed financial advisors. Each of our events will provide a good foundation for education and retirement mindsets, but to truly evaluate your goals compared to your situation, we encourage attendees to meet individually with the instructor of their event. These professionals will typically make some time available to meet with people individually to discuss planning goals.
Because many financial topics become intertwined with other areas of professionalism, such as estate planning or tax planning, our instructors may remain at a high level. Feel free to ask them if they are able to advise on specific topics or areas, but note that you may need to speak to licensed individuals that specialize in that area.
That is one of the biggest concerns soon-to-be retirees have, and a question we are passionate about helping you answer. Our events offer practical strategies for maximizing your retirement income and making your nest egg last throughout retirement. RDL instructors are financial professionals who can work with you to help you to build a retirement income plan that provides you with greater confidence in your future planning.
You are welcome to do so! Registering for an event does not sign you up for anything other than attending the event. Personal finance and retirement planning is highly individualized and you may benefit from another source of information or(should you meet with an instructor individually) second opinion, just like you may seek from doctors, lawyers, auto mechanics, and other professionals. Our hope is that you will leave feeling more confident and empowered in your financial future.
Tyler supports individuals and families at any stage of life including those close to retiring or who have retired. His areas of focus are income planning, wealth protection, asset preservation and growth, tax efficiency, and legacy planning. It is his goal to create and implement a comprehensive financial plan for you based on your individual situation.
Read Full Bio
Nick’s goal is to develop a connection with his clients to learn how to construct the comprehensive financial plan best suited for each client’s unique situation. He works with individuals and families at all stages of life, and will regularly communicate to ensure implementation of the plan, as well as adapt the plan should life circumstances require change.
Read Full BioImportant Information & Disclosures: This event is not affiliated with or sponsored by Mid Continent Public Library. Should you have questions, please direct them to Hello@retirementdesignlab.com or reach out directly to the instructor upon registration. Your instructors will be Tyler Bannister and Nick Wages. They are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., a registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301. Bill LaCasse is also a registered representative of USA Financial Securities Corp., member FINRA/SIPC. Additionally, Genise LaCasse is a registered non-solicitor of USA Financial Securities Corp., member FINRA/SIPC. SRG Financial Advisors is not affiliated with USA Financial Securities Corp.