• 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 seminars on Wednesday, November 4th and Thursday, November 5th, with both evenings commencing at 6:30 PM.
    Twisted Tree Steakhouse
    10701 Watson Rd, St. Louis, MO 63127
    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?*
  • Aul Financial Group, LLC is an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Insurance products are offered through the insurance business Aul Insurance Group, LLC (AIG), which is not subject to Investment Adviser requirements. IPW and Aul Insurance Group, LLC (AIG) are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Aul Financial Group, LLC is not affiliated with or endorsed by any government agency.
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