Missoula College – University of Montana – River Campus

Missoula College – University of Montana is not a sponsor or affiliated with this workshop in any way. If you have any questions, please call 844-567-7760.
Room 122
1205 E. Broadway St, Missoula, MT 59802

Seating is limited, so sign up today!

No Charge to Attend!

The concepts discussed in this course are most suitable for those with investable assets of $250k or more.

Missoula College – University of Montana – River Campus

Missoula College – University of Montana is not a sponsor or affiliated with this workshop in any way. If you have any questions, please call 844-567-7760.
Room 122
1205 E. Broadway St, Missoula, MT 59802

Seating is limited, so sign up today!

No Charge to Attend!

The concepts discussed in this course are most suitable for those with investable assets of $250k or more.

REGISTER NOWSUBMITREGISTER NOW
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Will your hard-earned money last a lifetime?



Who should attend this course?

You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you understand the challenges that exist and how to improve your approach to retirement. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.

We provide fact based financial information

There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a reliable and experienced source. This course is designed to give you a comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.

Join us at Missoula College – University of Montana – River Campus for an informational workshop covering retirement income strategies on Thursday, August 15 and Thursday, August 22 from 6:30-9:30 PM.

YOU WILL DISCOVER HOW TO:

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine if you have enough money for retirement
  • Manage your assets in a rising tax rate environment
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the costs and benefits of a Roth Conversion
  • Maximize Social Security income
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the three basic “pitfalls” of retirement distribution planning

YOU WILL DISCOVER HOW TO:

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine if you have enough money for retirement
  • Manage your assets in a rising tax rate environment
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the cost and benefits of a Roth Conversion
  • Maximize Social Security income
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the three basic “pitfalls” of retirement distribution planning

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 intended to be educational only and no investment recommendations or solicitations will be made. Stock, bonds, mutual funds and insurance products may be discussed, but only for educational and illustrative purposes. No products will be offered or sold at this event.

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 Planning 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Securities and Investment Advisory Services are offered by Jamison R. Banna through KMS Financial Services, Inc., a Registered Investment Advisor and Broker/Dealer, Member FINRA/SIPC. This is neither an offer to sell nor solicitation of an offer to buy any security. Such an offer can be made only by the prospectus for the specific security.

Jamison R. Banna is a licensed insurance producer in Montana, California, Florida, Oregon, and Washington.