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New Generation
Retirement Seminar

Register Now

Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns. We will address the following:

  • How the new tax laws could affect your retirement.
  • The importance of creating a retirement Income Plan that lasts.
  • Will you receive your full Social Security benefit?
  • When it makes sense to delay SS benefits - and when it does not.
  • Do you have access to technology that can make your retirement easier to manage?
  • Ways to minimize probate while protecting yourself, your spouse and your heirs.

At the New Generation Retirement seminar, you will learn how to prepare for a steady retirement in a changing world.

Is your retirement ready to stand the test of time?

October
30
2018
Start Time: 6:30 PM
Norman Regional Hospital
901 N Porter Ave
Education Center | Rm B/C
Norman, OK 73071

Register Today

Mark Rose

Mark is a fiduciary Investment Advisor Representative and Retirement Planner who specializes in Social Security maximization and retirement planning. Prior to this, he owned his own company and was the Program Manager for Executive Training ~ Team Quest with The University of Oklahoma. He received both his B.A. in Public Relations and his Master’s of Human Relations degrees from The University of Oklahoma.

Mark has been married for 21 years, has two daughters and attends Emmaus Baptist Church in south Oklahoma City. An interesting fact about Mark is during college, he was the OU Men’s Basketball mascot – Top Daug for the 1992-1993 season. He also did two years in the Semi-pros as Sgt. Slammer for the OKC Calvary basketball team from 1997-1999.

Rhett Wood

Rhett Wood has been working in the financial services industry since 2011 and is a junior partner at Retirement Solutions. Rhett is an independent insurance agent, and an Investment Advisor Representative, which means he serves his clients as a fiduciary. He received his undergraduate degree from Southern Nazarene University, and is currently studying for the Certified Financial Planner designation.

Rhett assists individuals and couples that are approaching retirement or have already retired and is uniquely equipped to help them navigate the many decisions related to receiving Social Security and Federal Employee benefits and Medicare.

Rhett lives on a family ranch in Blanchard, Oklahoma.

Advisory services are offered through Investment Strategies, LLC, a Registered Investment Advisor in the state of Oklahoma. Insurance products and services are offered through Retirement Solutions, LLC, an affiliated company. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Investment Strategies, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Oklahoma or where otherwise legally permitted. Investment Strategies, LLC does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. Investment Strategies, LLC and Retirement Solutions, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

Annuities are designed to be long-term investments and frequently involve substantial charges such as administrative fees, annual contract fees, mortality & risk expense charges and surrender charges. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency and are not deposits or other obligations of, or guaranteed or endorsed by any bank or savings association.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.