WHAT WILL I LEARN?
Whether you’re well into your retirement journey or just beginning to consider transitioning, you won’t want to miss this full-day packed with inspiring Key Note Speakers and relevant breakout topics that can help you gain knowledge to confidently transition and continue to enjoy the freedom of your golden years.
Throughout the day you’ll have the opportunity to attend breakout sessions of your choice, chat with a retirement planner, and mingle with retirement professionals in the areas of downsizing, travel, Medicare, Social Security, taxes, health care, income creation, asset protection, long-term care, and so much more.
KEY NOTE SPEAKERS
Legendary Jeopardy “GOAT” Champion
One of the winningest game show contestants of all time, Ken earned legendary status on January 14, 2020 when he won Jeopardy!‘s “Greatest Of All Time” (GOAT) coveted title, crushing viewership ratings for ABC. Dubbed “the Michael Jordan of trivia,” Jennings has shattered records, become a pop culture icon, and is one of the most sought-after motivational speakers who reminds us about the value of being inquisitive and continuing to feed our curiosity. Ken Jennings became the stuff of legends when…
MASTER OF CEREMONIES
Certified Retirement Transition Coach
As a Certified Retirement Transition Coach, Pete Finlon is inspired by the challenge to help those preparing for retirement bring clarity and purpose to their post-career life. Utilizing a non-financial approach and clinical assessments, Pete combines his perspective and insight with the client’s retirement and financial needs and desires to create a plan that incorporates the mental, social, physical, and spiritual changes that take place in retirement. Pete currently works with clients across several occupations, including financial advisors, real estate managers and HR professionals, to provide insight to the ever-changing world of retirement transition and help people make the most out of their second phase of life.
MAIN STAGE SPEAKERS
Certified Financial Planner®
Jim Black is the President and CEO of The Retirement Solution, Inc. Since 2007, he and his firm have helped hundreds of couples and individuals navigate the choppy waters of retirement, giving them the tools and knowledge to smoothly transition with confidence. His unique perspective and proprietary process bring clarity and peace of mind to a daunting topic, helping to eliminate financial fears so that people can enjoy their golden years and live the life in they’ve always dreamed of. He is the author of “Happily Ever After, Because retirement doesn’t have to be just a fairytale,” and has been featured on KIRO radio and KIRO, FOX, and NBC TV. Jim will take you through a deep dive journey into his proprietary blueprint that helps people know exactly how much money they can spend in retirement every month of every year, all the way until the youngest spouse turns 100, without running out of money.
As VP of Allianz Life, Waldean is well versed in the areas of financial, estate, and retirement planning. Prior to Allianz, he was a leaders-level advisor and advanced markets trainer at New England Financial. Prior to his financial career, he was a tax consultant in Minneapolis. Wall earned his MS in financial services (MSFS) from the Institute of Business and Finance and a Master’s Degree from Bethel University in Arden Hills, MN. He holds a Chartered Financial Consultant (ChFC) designation, as well as FINRA Series 7 and 63 securities registrations, and he has earned the Enrolled Agent (EA) designation which allows him to be federally authorized and empowered by the U.S. Department of the Treasury to act as a tax advisor. He will share his insight and perspective on how to legally optimize “Taxes In Retirement.”
Certified Holistic Nutrition Educator
Noelle Stanley owns and operates My Body Balanced. She creates innovative techniques and concepts to inspire individuals and organizations to steadily incorporate holistic health by combining the best of ancient and modern nutrition. Noelle is a highly motivating, dynamic public speaker and consultant promoting holistic nutrition and a healthier lifestyle. Noelle’s captivating ability to share her extensive knowledge, concern and passion often inspires immediate changes. She breaks down complicated concepts and goals into manageable steps which promote awareness and an immediate feeling of success that create long term positive changes in behaviors, with genuine result.
Dr. Jeff Alexander
Professional Trainer, Speaker, CEO, Entrepreneur, Health Professional
Dr. Jeff is an international personal development trainer that has changed the lives of thousands of people through his programs, as well as speaking appearances. A well-known radio and TV personality, Jeff has shared the stage with Tony Robbins, Robert Kiyosaki, Buckminster Fuller, Norman Cousins and other transformational leaders. With fear being pre-retirees biggest retirement fear, his core message is to transform the paralyzing effect of fear into power and action.
DAY OF EVENTS
Includes buffet breakfast and boxed lunch of your choice
|8:00 AM||Doors Open and Registration Begins|
|8:15 AM||Buffet Breakfast|
|8:45 AM||Opening Remarks||Pete Finlon, Certified Retirement Transition Coach
|8:50 AM||Welcome||Jim Black, CFP®|
|9:00 AM||Key Note Address||Ken Jennings, Jeopardy GOAT Champion
|10:10 AM||1st Breakout Sessions|
|Social Security Demystified||Cindy Mueller, CFP®, The Retirement Solution|
|Medicare – New Tool to Help You Make The Right Decisions||Tom Black, Financial Planner, The Retirement Solution|
|Travel Tips and Suggestions||Christine Jarboe, AAA Travel|
|Senior Fraud Schemes, Prevention, & What To Do If You’re A Victim||Ethan Via, FBI|
|10:55 AM||Visit with Exhibitors|
|11:25 AM||Boxed Lunch Served|
|11:30 AM||Raffle/Q&A||Pete Finlon and Jim Black, CFP®|
|12:05 PM||Introduction to Secret Sauce for Retirement Success||Jim Black, CFP®|
|12:40 PM||Optimizing Taxes in Retirement||Waldean Wall, VP Allianz|
|1:35 PM||2nd Breakout Sessions|
|Investment Options, Market Risk vs. Non-Market Risk||Tyler Lively, CFP®, The Retirement Solution|
|Crucial Estate Planning Considerations||Jim Black, CFP®, The Retirement Solution|
|Long-Term Care Considerations||Matt Perrone, Financial Planner. The Retirement Solution|
|End of Life Decision Making- “Talking About Death Won’t Kill You”||Donna Oiland, Certified Laugh Leader and Professional Speaker|
|2:30 PM||10 Top Keys to Creating Your Health Bank Account||Noelle Stanley, My Body Balanced|
|3:15 PM||How To Transform Fear Into Action||Dr. Jeff Alexander, Professional Trainer, Speaker, CEO, Entrepreneur, Health Professional|
|4:00 PM||Closing Remarks||Pete Finlon and Jim Black, CFP®
|4:15 PM||Wine and Cheese Party/Give-A-Way Bags Filled with Gifts/More Raffles||Hosted by The Retirement Solution|
Schedule and Presenters subject to change
BECAUSE YOU ONLY GET TO RETIRE RIGHT ONCE
Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040
Saturday, April 25, 2020
8:00 AM – 4:15 PM