Throughout the year, Retallick Financial Group offers no-cost educational retirement seminars. These are no-obligation events coupled with a gourmet meal to help retirees or soon to be retirees get answers to common questions about retirement and retirement strategies.

What to Expect

  • Multiple Types Of Strategies:
    • To Help You Prepare For Retirement
    • That Can Help Your Financial Needs
    • To Help In Challenging Times
    • To Aid In Long Term Goals
  • IRAs And Tax Information:

    There are options to help you avoid paying taxes or deferring taxes on your IRAs. Join us to learn how!

  • How To Protect Your Principal During Market Downturns:

    Protecting your principal is one of OUR CORE PRINCIPLES here at Retallick Financial Group. We will go over ways in which we can protect your principal AND interest even if the market takes a downturn.

  • Finally Feeling Confident About Your Retirement:

    Expect to feel relieved AND confident about your retirement savings strategies. We will answer the most common questions about retirement and if you have more, we can set up a no-obligation consultation to help you plan further.

  • How You Can Guarantee* Income For Life:

    No, this isn’t a gimmick. There really are ways to guarantee* that you will not outlive your retirement savings. If you plan properly and have the right products in place you can enjoy a stress free retirement knowing that the money won’t run out.

  • Other Retirement Options To Think About:

    There are many options when it comes to saving for retirement. We will go over some you know and some you may not know about.

  • How Our Clients Have Kept Their Money Safe:

    Market downturns put your hard-earned money in jeopardy. We will explain how we have kept our clients’ money safe no matter what the market is doing.