What Does The Event Cover?
What has changed?
Ways you can still optimize your benefits
The Social Security Earnings Test
Reductions for early retirement
How to prepare for the rising cost of healthcare
Family benefit maximum
Windfall elimination provision
How you can reduce or potentially avoid unnecessary taxes
Benefits of New Tax Law
Unlimited "what-if" scenarios
This is one of the most powerful free events we've ever hosted! Seating is limited, and reservations are required.
OR
ABOUT YOUR SPONSOR
We are a network of financial professionals who are passionate about helping people in their communities prepare for the retirement of their dreams in a process we call Shielding Your Retirement. The Your Retirement Shield process is designed to help people nearing or already in retirement address the top 4 critical planning issues today, so you can enjoy your retirement tomorrow. Your personalized plan will alleviate many of your concerns now, helping you retire with confidence.
Your Retirement Shield TEAM
Optimizing your Social Security so you get the most possible
Ensuring your nest egg lasts no matter how long you're retired
Reducing or even eliminating completely unnecessary taxes
Protecting against the downside risks of market volatility
Many of the Your Retirement Shield instructors own independent financial services firms. Their affiliation with Your Retirement Shield proves that they are willing to take a true consultative process with their clients in a way many other advisors cannot.
Your Retirement Shield is an educational workshop designed to help you identify and avoid the 4 most devastating retirement mistakes. First up on that list is how to optimize your Social Security benefits without making costly and permanent mistakes.
Here's a list of some of the topics we will cover at the event:
Your Retirement Shield protects you from the TOP 4 Risks...
Phone: (425) 492-7219
Email: shon@retirementplusnw.com
Address: 1420 N. Mullan, Suite 207 Spokane Valley, WA 99206
Register Here!
SHON PEIL
Shon has spent the past 20 years in the insurance and annuity industry, where he finds great joy in helping clients protect their retirement assets while building their financial legacies for future generations.
Shon started his career working with other retirement professionals around the country, teaching them how they could help their clients optimize their Social Security benefits and retirement income. Today, he works with Retirement + clients to build relationships and work toward financial independence.
TERMS AND CONDITIONS - PRIVACY POLICY
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Johnnie Roberts and New Heights Financial LLC. are not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Lynnwood Convention Center
3711 196th Street S.W. Lynnwood, WA 98036
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Please enjoy complimentary catering from Panera Bread during our event as our "thank you" for joining us!
Our Main Office
16201 E. Indiana Ave, Suite 2750 Spokane Valley, WA 99216
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Please enjoy complimentary catering by Twigs restaurant at our event as our "thank you" for joining us!
Shelby Gardens
50265 Van Dyke Ave, Shelby Twp, MI 48317
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...Retire With Confidence!
As Seen In:
How To Avoid Being Forced Back to Work Because of Changes to Social Security, Rising Taxes, & Skyrocketing Inflation
Join us for a FREE workshop that focuses on Social Security, Inflation, The Market & Taxes
OR
Tuesday, September 20th @ 12:00 PM or
Tuesday, September 20th @ 6:30 PM
How To Avoid Being Forced Back to Work
Because of Changes to Social Security, Rising Taxes, & Skyrocketing Inflation
Tuesday, May 7th
@ 6:30 PM
DATE
John Lewis Community Center
JOIN US AT
14500 East 12 Mile Road Warren, MI 48088
K Building, Room SK 311/313
Understand your financial future
Gain insight into current market trends and their impact on your investments
Learn about inflation
Learn how to navigate the stock market, Social Security, inflation & taxes in a free workshop.
Gain insight into the markets and taxes
Get expert advice from experienced advisors and stay ahead of the game with financial planning strategies.
About Your Sponsors
Tuesday, September 20th @ 12:00 PM or
Tuesday, September 20th @ 6:30 PM
Johnnie has spent over 20 years in the retirement planning industry, helping clients reach their retirement goals and financial protection for their families. He began his financial career in 1999 while working as a youth pastor at his local church. Those early years taught him the importance of listening to what concerns people have, and about the importance of servanthood, by meeting the needs that clients have to the best of his ability.
Johnnie was able to grow in his career to work as a manager of financial representatives for offices in Troy and Flint, Michigan as well as South Bend, Indiana. He enjoyed his time developing and training agents at his local offices, as well as classes and seminars throughout the midwest.
In 2015, he was fortunate to be able to start his firm, New Heights Financial. He now partners with Retirement Shield to educate and provide services to meet the needs of his clients. He has had the opportunity to partner with clients to prepare for the unexpected, as well as develop a plan for their retirement years. He strives to put his clients in the best position to enjoy that next chapter in their lives.
He is blessed with his wonderful and supportive wife, Kristy and their 4 grown children, and 2 son-in-laws. In 2022 they welcomed their first grandchild to the family. They enjoy their summer camping trips to northern Michigan and their annual trip to Sanibel Island, Florida. Their love, support, and encouragement have helped him be the best he can for his family and clients.
Johnnie Roberts
Join Us at John Lewis Community Center
John Lewis Community Center
14500 East 12 Mile Road Warren, MI 48088
K Building, Room SK 311/313
*Located in Macomb Community College South Campus
CLICK THE BUTTON BELOW TO REGISTER!
Attendees will be eligible to recieve a complimentary copy of Johnnie's National Best Seller, The Retirement Shield: A Foolproof Plan to Protect and Preserve Your Retirement.
BONUS: pizza and drinks will be served as a thank you for joining us!
Attend this free event and learn how current economic conditions are affecting Social Security and retirement planning for people right now.
How To Avoid Being Forced Back to Work
Because of Changes to Social Security, Rising Taxes, & Skyrocketing Inflation
*Located in Macomb Community College South Campus