Broker Check
19 March
Retirement Seminar "Your Passport To and Through Retirement"

Description

Planning for retirement is a lot like planning for a trip. Where do you want to go? How and when do you want to get there? How much time and money will you spend upon arrival? What accommodations will you need, and what experiences matter the most to you?

Like unexpected flight delays and lost luggage, market volatility, high health care costs, and inflation can leave you stranded. You need a detailed plan for your retirement journey.

This interactive presentation will provide an overview of: 

  • Three stages of retirement savings
  • Three stages of retirement considerations
  • Accumulation strategies 
  • Legacy possibilities
  • Tax-deferral options

Register today to find out how you can align your assets with your aspirations! We hope you can join us!

If you have any questions, please contact me at 801.233.2719

This event has been funded in whole by Security Benefit Life Insurance Company. Nicole Nantz and Security Benefit are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Nicole or Security Benefit is no way related to Cetera Wealth Services, LLC or its registered representatives. Security Benefit Life Insurance Company is not a fiduciary and the information provided is not intended to be investment advice. This information is general in nature and intended for use with the general public. For additional information, including any specific advice or recommendations, please visit with your financial professional.

Date and Time

Thu, Mar 19, 2026

11:30a - 1:00p MST

Location

Jordan Credit Union

1750 West 11400 South, #200
South Jordan , UT 84095
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PT1H30M

Event Registration

Will you be able to attend this event?