Retire with Confidence
CLAIM YOUR SPOT
About this Webinar
Is it possible to have predictable, consistent sources of income during retirement?
With sound planning you can maximize guaranteed income sources like Social Security while strategically positioning your savings and assets to supplement as needed. The result is a level of predictability that eases fear, allowing you to forge ahead in retirement with confidence and peace of mind.
Your hosts will be Al Luttman and Mike Braddy, the hosts of “Money Matters with Al and Mike,” a financial services talk-radio show that airs on WWTC AM1280, KYCR AM1440, KDIZ AM1570 & FM107.5.
They are also the founders of Strategic Investment Partners, a financial planning firm. Al and Mike have over 60 years of collective experience helping individuals and families live out happier, more fulfilling retirements.
What We Will Cover
How to maximize your Social Security payout (Spoiler alert: timing ISN’T everything)
All the factors you ABSOLUTELY MUST CONSIDER before filing
Annuities: The good, the bad, the ugly
Old-school budgeting: The essential first step to any retirement plan
How to tune-up your savings for generating income
And much more...
Your Presenters
Mike is one of the founders of Strategic Investment Partners and the co-host of the weekly radio show Money Matters with Al and Mike.
Mike has a straightforward, plain-speaking demeanor that puts people at ease and helps make complicated financial topics easy to understand. He takes a comprehensive, client-first approach with all the individuals and families he works with. It starts by understanding their goals and dreams. From there, he completes a situational assessment and then devises a plan that incorporates the right financial products with the right strategies to make their goals and dreams achievable. The strategies go way beyond conventional wealth management to include social-security optimization, tax and inflation mitigation, estate planning, healthcare-cost preparedness, and more. This holistic approach has earned Mike the trust and praise of generations of clients, as well as the respect and honor of other advisors in the profession.
Mike is licensed for life insurance, health insurance, and variable annuities in Minnesota and holds the following securities registrations: Series 24, 7, 65, and 63.
Al is a thirty plus year veteran in the financial services industry getting registered in 1982. He has achieved life-time member status at the prestigious Million Dollar Round Table — an international financial services organization — where he has been recognized as the Top of the Table.
He is licensed for life insurance, health insurance, and variable annuities in Minnesota and holds the following securities registrations: Series, 7, 65, and 63.
Frequently Asked Questions
Who is this workshop for?
The event is for anyone who would like to learn about how sound retirement planning can help maximize your income.
Can I bring a guest?
In the virtual sense -- of course! Feel free to share the registration page with a friend.
How long is the webinar?
The event goes for about 60 minutes.
What kind of equipment do I need?
All you need is a computer with an Internet connection or smart phone with a strong Wi-Fi connection, and speakers. You may also use a headset instead of speakers or even call in using your phone.
Can I ask questions during the webinar?
Yes, there will be an opportunity for Q/A throughout the webinar via the Q/A box.
Are there any costs or fees for attending?
We are passionate about educating the community and believe that this information should be easily accessible to everyone at no cost.
Why are you offering this webinar?
The presenters have seen first-hand the kind of costly mistakes that can be made by those that are uninformed and do what they can to address these issues head on within their community.
What if I want to learn more?
You will have an opportunity setup time to talk to the presenters directly about your particular financial situation.