Notice: Undefined index: logo_width in /home/creativeone/public_html/wp-content/themes/Divi/includes/builder/module/FullwidthMenu.php on line 862

Notice: Undefined index: logo_height in /home/creativeone/public_html/wp-content/themes/Divi/includes/builder/module/FullwidthMenu.php on line 863

Protecting Your Retirement

by Agent Smith, CPA

Protecting Your Retirement

What you need to know about the wealth you have accumulated & your IRA’s

Advisor Ink cordially invites you to be our guest at a complimentary one on one meeting, lunch or dinner with Roger A Rekate, CPA, Wealth and Tax Coach, to discuss the financial topics that matter to you most. We believe solid financial planning deserves attention to your individual goals. With the economic anxiety and uncertainty of today’s market conditions, we know it is more important than ever for you to be informed of all your choices when making decisions to preserve your wealth, protect your assets and save on taxes.

Imagine a retirement in which you do not worry about – in fact you do not even pay attention to – the stock market, the evening news, lawmakers in Washington D.C. and global events in Greece or Syria, because you know your retirement funds are not exposed to those risks. Is such a retirement lifestyle possible?

Topics will include:

  • How to structure reliable, consistent income in retirement that you cannot outlive.
  • How to avoid losing 70% of your IRA to federal and state estate taxes and income taxes.
  • How to uncover and perhaps avoid unnecessary fees and charges loaded into many mutual funds and variable annuity products.
  • Strategies to help protect your assets in volatile times and help maximize the legacy you leave for the people or causes you care deeply about.
  • BONUS: Commonly missed tax strategies that could potentially save you thousands.

If you own a traditional IRA, SEP, Simple IRA, 401(k) or 403(b) you owe it to yourself, and your family, to attend.

“Plans fail for the lack of council, but with many advisors they succeed” – Proverbs 15:22

Enjoy a complimentary meal, served immediately after the presentation in our Educational Center located at 2627 West Republic Road Suite A108 Springfield, MO 65807.

Lunch from 12PM – 1PM will be catered by Tropical Smoothie
Dinner from 6PM – 7PM will be catered by Touch

Reserve your seat now!

If you choose to meet with Roger in our office rather than at a workshop, you will receive a gift certificate to the above restaurants if that should better fit your schedule.

Please RSVP here on EventBrite or call us at (417)881-2080 today! These workshops fill up fast so don not miss out on your opportunity to gain back confidence in your financial success.

This is an educational program with no costs or obligations. If you are retired or planning to retire in the next 10 years and have over $100,000 in IRAs, 401(k)’s and retirement accounts – Do not miss this event!!


Wise Wealth, LLC

Organizer of Workshop: Preparing You For Your Financial Future During Market Volatility

Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP®. As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Appointments may be made at this seminar to discuss the applicability of information to your individual situation. 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.

300 SW Main Street,
Lee’s Summit, MO 64063
816-246-WISE (9473)
[email protected]

Advisor Ink Educational Center

2627 W Republic Rd, Springfield, MO 65807, USA

Advisor Ink Educational Center

2627 W Republic Rd A-108, Springfield, MO 65807


Please provide the information below to register for our free event.