PRINCIPAL WEALTH SERVICES
Principal Preservation Services

The Great Retirement Income Gap | 2-19-25 | 2pm

Time:
2:00-4:00 PM

Location:
Lake Elmo Inn Event Center
3712 Layton Ave N
Lake Elmo, MN 55042

Description:

Hosted by FIG Senior Vice President – Care Planning Alecia Barnette, Alecia brings 20+ years of industry experience to the table.

Facing a cash-flow gap during retirement is a situation most want to avoid. Join us as we discuss long-term care coverage options and strategies to minimize the potential financial risks during your retirement.

Hors d’oeuvres and beverages will be served

Our GREAT RETIREMENT INCOME GAP event will uncover strategies to help keep your retirement plan on track.

THE RETIREMENT INCOME GAP is defined as the difference between your income and your expenses and is often triggered by health conditions requiring long-term care. You can’t predict when this situation may develop or how long it may affect your finances, but you can learn how to offset expenses and protect your future.

Have a friend you think might be interested?
We encourage you to ask them to join us.

CAPACITY IS LIMITED; PLEASE REGISTER TODAY!

RSVP: Call either office by Friday, February 14th

Date

Feb 19 2025

Time

2:00 pm - 4:00 pm

Location

Lake Elmo Inn Event Center
3712 Layton Ave N Lake Elmo MN 55042

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Minnesota Office
Wisconsin Office
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Monday
9 AM - 5:30 PM
Tuesday
9 AM - 5:30 PM
Wednesday
9 AM - 5:30 PM
Thursday
9 AM - 5:30 PM
Friday
9 AM - 2 PM
PRINCIPAL WEALTH SERVICES
Better Business Bureau Accredited Business

Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at adviserinfo.sec.gov. Principal Wealth Services, LLC and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Principal Preservation Services, LLC offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Principal Preservation Services, LLC and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Mike Kojonen is a licensed insurance professional in the states of WI and MN. Wisconsin License #16275575. Minnesota License #40407834.

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