Financial Strategies for Successful Retirement

4-Week Comprehensive Financial Planning
& Retirement Preparedness Seminar

This Free comprehensive retirement seminar consists of four 2 ½ hour sessions. Your instructor will be Shane Larson, CFP®, ChFC®, Financial Services Representative and Registered Representative; All instructors are licensed in areas of investments and insurance. They bring a wealth of knowledge from real-life experiences with their clients. This seminar has been taught for over 15 years through Adult Continuing Education at Volusia County Public Schools, Flagler County Public Schools, The University of Central Florida, and through the employee assistant program at NASA, and other sites.

Please Contact Us For More Information

407-391-1400

Topics To Be Covered:

Financial Basics

Retirement Income:
Perception & Reality
How long will you be retired?
Making your money last
Your Financial Foundation

Retirement Income

Social Security
Personal & Employer Retirement Plans
Deferred Retirement Option Program (DROP)

Estate Planning

Importance of estate planning
Planning for incapacity
Taxation

Investments

403b & 401k
Annuities & IRAs
Mutual Funds
Debt & Equity

Risk Management

Health Insurance
Long Term Care
Group Insurance

Our Seminar Instructors

Shane E. Larson, CFP®, ChFC®
FINANCIAL PLANNER

INVESTMENT ADVISER REPRESENTATIVE

Shane E. Larson is an accomplished professional with over ten years of experience in our complex and continuous changing financial industry. He is passionate about building long-term relationships with his clients, helping them to attain their financial goals and objectives.

Shane holds a Bachelor Degree with a major study in Finance and Risk Management. In addition, Shane is also a CERTIFIED FINANCIAL PLANNER™ certificant and has earned his Charter Financial Consultant designation. Currently Shane has his Series 6, 7, 63, 65, Variable Annuity, Life and Health licenses, and licensed in Property and Casualty. Additionally, Shane is an Investment Adviser Representative.

Having worked in financial services since 2007, Shane has had the opportunity to witness many changes. One of his greatest pleasures is sharing those experiences with the attendees of his Financial Strategies for Successful Retirement (FSSR) seminars. Shane has had the pleasure of teaching FSSR in Volusia, and the University of Central Florida adult continuing education programs. Other locations of instruction have included NASA and a number of other corporate sites via employee assistance programs.

Shane has lived in Central Florida for over 30 years and enjoys sharing it with his wife, Danielle. He is also a dedicated parishioner at All Souls Catholic Church, and enjoys playing softball and running.

Want To Schedule A Complimentary Consultation?

Contact Us At (407) 391-1400

PLEASE NOTE: THIS COMPREHENSIVE SEMINAR IS COMPLIMENTARY AND A COMPLIMENTARY FINANCIAL ANALYSIS WILL BE PROVIDED. PLEASE RSVP AS SPACE IS LIMITED.

MUTUAL FUNDS AND VARIABLE ANNUITIES WILL BE DISCUSSED AT THIS SEMINAR. BEFORE INVESTING, CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES OF VARIABLE ANNUITIES AND MUTUAL FUNDS AS WELL AS THEIR INVESTMENT OPTIONS. THIS AND OTHER INFORMATION IS CONTAINED IN THE PROSPECTUS, WHICH YOU SHOULD READ CAREFULLY BEFORE INVESTING. PROSPECTUSES ARE AVAILABLE FOR YOUR REGISTERED REPRESENTATIVE. MUTUAL FUNDS AND VARIABLE ANNUITIES ARE SUBJECT TO MARKET RISK. YOUR PRINCIPAL VALUE MAY DECLINE. FINANCIAL LEGACY ADVISORS IS NOT A SUBSIDIARY OR AFFILIATE OF MML INVESTORS SERVICES, LLC OR IT'S AFFILIATED COMPANIES. SECURITIES, INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. MEMBER SIPC. 725 PRIMERA BLVD, SUITE 110 LAKE MARY, FL 32746. (407) 391-1400