| two-part workshop |

passport to retirement
for almost-retirees

Preparing for retirement is probably the most important financial concern that people have today.

But because of today’s many challenges – uncertain markets, increased longevity, rising healthcare and living costs – many pre-retirees are concerned about working towards a comfortable retirement lifestyle.

Here’s an opportunity to take a major step toward educating yourself and planning for the future you deserve. Join us on October 10th and October 12th from 6:30-8:00 PM at the Bordini Center on the Fox Valley Technical College Campus for this incredible FREE workshop from the Financial Team at Next Third Retirement Coaching.

Passport to Retirement is a two-session workshop that will take you step-by-step through the important areas of retirement. This hands-on, comprehensive, educational presentation will offer a clear understanding of the retirement process – whether your retirement is a long way off or just around the corner.

at our workshop we'll answer these questions:

  • How much retirement money will I need?
  • Where will the money come from?
  • What can I do to help preserve my wealth?
  • How can I better manage my taxes?
  • How can I help protect assets for my heirs?
  • How should I invest for the future?

Register for the FREE Two-Night Retirement workshop :

Passport to Retirement Workshop: Part 1 & 2

Please register and then click "view detail" to add both dates to your calendar

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Join the Next Third Retirement Coaching Team for this FREE Workshop at the D.J. Bordini Center on the Fox Valley Technical College Campus.

There is no cost to attend this program. As an added bonus, you will receive a 135-page retirement guide filled with helpful checklists, self-analysis quizzes, and worksheets to help you apply what you learn. You also have the option of requesting a no-obligation, follow-up appointment.

Please be aware this educational course was developed for people planning for retirement with at least $250,000 in investable assets.

Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding to invest.

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Securities offered through LPL Financial, member FINRA/SIPC.
Paul Hoffman, CFP®, LPL Financial Advisor, Next Third Retirement Coaching 2009 S. Memorial Drive. Appleton, WI 54915 |  paul.hoffman@nextthird.com  |  920.733.4453  |   www.nextthird.com
Next Third Retirement Coaching and LPL Financial are separate entities. LPL does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

This seminar is not intended to be a substitute for specific individualized tax advice. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you discuss your specific situation with a qualified tax or legal advisor.