Wealth & Retirement Planning Workshops

Looking to learn more about one of our retirement planning services? Advantage Retirement offers informational workshops in the surrounding Springfield, Missouri, area around relevant and popular topics like Social Security, Investment Management, Retirement Tax Minimization Strategies and much more!

Attend One of Our Complimentary Retirement Income Planning Events!

You and a guest are invited to join us for a special event where you’ll have the chance to enjoy a delicious meal while learning about strategies that can help you develop a comprehensive plan to reach your retirement goals. Join us for one of our upcoming workshops where we'll cover important topics for those who are approaching retirement or recently retired such as:

How new tax reform bills, inflation and market volatility may impact your retirement nest egg.
How to replace your paycheck create retirement income that you and your spouse cannot outlive.
Why today's current economic environment may be one of the most challenging to retire and what to do about it.
Savvy Social Security strategies to make sure you maximize your income.
Strategies to help protect your assets from rising taxes now regardless of the next tax policy.
And more!

A past dinner event hosted by Advantage Retirement Service, Inc.

Dinner Event: Keeter Center

1 Opportunity Ave, Point Lookout, MO 65726

March 7, 2024: 6:00-7:30p.m.

September 10, 2024: 6:00-7:30p.m.

October 15, 2024: 6:00-7:30p.m.

RSVP TODAY!

Dinner Event: Char

1620 E Republic Rd, Springfield, MO 65804

August 13, 2024: 6:00-7:30p.m.

September 5, 2024: 6:00-7:30p.m.

October 10, 2024: 6:00-7:30p.m.

RSVP TODAY!

Dinner Event: Chateau

415 N St. Hwy 265, Branson, MO 65616

August 8, 2024

October 8, 2024

RSVP TODAY!

COFE Educational Events: Brentwood Library

2214 Brentwood Boulevard
Springfield, MO 65804

September 24, 2024

September 26, 2024

RSVP TODAY!

Can't make any of these dates? No problem! We have additional dates scheduled in the future. Call us at 417-893-7233 to reserve your spot.

Unable to attend one of our in-person events?

Call us to schedule a complimentary, one-on-one strategy session and we will review your current retirement plan and work with you to help create a custom strategy to fit your retirement needs.

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¹https://www.csa.us/about-society-of-certified-senior-advisors/

²https://www.napa-benefits.org/about?tab=association_history
*The Million Dollar Round Table (MDRT) is a professional insurance organization for insurance agents based on sales production.

Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Advantage Retirement Services and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.