Retirement Income

This class is designed to educate you on the subject matter of Retirement Income in the least irritating and boring manner possible (guaranteed). Topics covered include but are not limited to: inflation (this might just be on your mind hmm?) taxable vs. tax free assets (you’ll definitely have questions), qualified plans, rollover considerations, social security (yes please!), Medicare (a must), estate conservation and distributing assets in an organized fashion. YOU WILL NOT BE FALLING ASLEEP!

Instructor Background:  Adam Fliehman is a Fiduciary and Investment Advisor Representative who holds the FINRA series 7, 66, 6, 63 ​licenses as well as insurance licenses for life, health, disability and long term care. Adam lives in Rockford, MI with his family and is the owner and operator of ‘Fliehman Financial’. 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Fliehman Financial is independently owned and operated.