• Presents

  •  


    Retirement Then & Now

    Same goal. New rules.

     

    Strategies to help preserve your savings, manage risk, and generate retirement income, so your plan works as hard as you did.


    You're invited as our guest to a straightforward, educational presentation on the questions that matter most as you move from building your money to living on it. No sales pitch. Just the information you need to ask better questions of your own plan.

     

     

  • Six questions worth answering before you retire
     
    01  Investment direction
    Built for the next chapter? Is your strategy designed for the years ahead, not just the ones behind you? "Stay the course" is not a retirement plan on its own.
    02  Tax-efficient planning
    Are you keeping your options open? Are you managing the tax impact of your money while you still have choices about how and when it is taxed?
    03  Income design
    Life after the paycheck. What does a sustainable income strategy look like once the regular paycheck stops and you begin drawing on what you have built?
    04  Legacy and wealth transfer
    Supporting what you care about. How will your assets support the people and causes that matter most to you, on your terms?
    05  Plan consolidation
    Working together, or against you? Are old employer retirement plans coordinated with the rest of your finances, or quietly pulling in different directions?
    06  A second perspective
    Why a fresh look matters. Why a thoughtful second opinion can be one of the more important financial decisions you make.
  • Event Details
     

    We will be holding our seminar on two separate dates in October, with both evenings commencing at 6:30 PM at

    Bartolino's Twin Oaks

    1304 Big Bend Rd
    Ballwin, MO 63021

    You must be at least 21 years of age to attend.

  • Request your reservation
     

    Complete the form below and a member of our team will follow up to confirm your details.

    Please note: Seating is limited and is not guaranteed. Attendance is subject to qualification, and your reservation is not complete until a member of our team has spoken with you.

  • Format: (000) 000-0000.
  • Which date would you prefer to attend?*

  • Submitting this form is a request only. A member of our team will contact you to confirm your eligibility and reservation.

  • Your Hosts

  • Steve Aul headshot placeholder
  • Steven Aul, ChFC®, CLU®, RICP®
    President and CEO, Investment Adviser Representative

    Steven Aul is an independent financial professional with decades of experience helping individuals navigate retirement and financial planning. A graduate of Ball State University with a bachelor's degree in accounting, Steven holds multiple industry designations (ChFC®, CLU®, and RICP®) and brings a depth of knowledge to every client interaction.

  • Tracey Richardson headshot placeholder
  • Tracey Richardson
    Investment Adviser Representative

    With over two decades of experience across multiple financial institutions, a registered representative since 2001, and an investment adviser representative since 2018, Tracey brings a wealth of knowledge and a strong commitment to client-centered service.

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  • Aul Financial Group, LLC and the presenters are not affiliated with or endorsed by any collegiate university, college, the Social Security Administration, or any other government agency. Insurance products are offered through the insurance business Aul Insurance Group, LLC (AIG). Aul Financial Group, LLC is an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Aul Insurance Group, LLC (AIG) are not subject to Investment Advisor requirements. IPW and Aul Insurance Group, LLC (AIG) are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

    This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Please consult with a professional regarding your personal situation.

    The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. 5852249-08/26

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