Welcome to the FREE Rethink Retirement Financial Workshop with your Instructor, Rick Durkee.

WHY TAKE THIS FREE CLASS?

WE’LL HELP YOU:

• Optimize Social Security Income Benefits
• Enjoy Retirement Income You Cannot Outlive
• Reduce Taxes in Retirement
• Lower Financial Risks Due to Medical Concerns
• Preserve Your Estate for Beneficiaries

Coastal Financial Planning Group and its representatives do not provide tax, legal or Social Security filing advice; You are encouraged to consult your tax or legal professional or the Social Security Administration through their local office or online at www.ssa.gov. Not approved, endorsed or authorized by the Social Security Administration or any other governmental agency.