November Online Workshops

We invite you to enhance your financial knowledge by signing up for our three informative workshops, presented by Atlas Wealth Management’s Ron Lang and Jeff Kikel of Sure Horizon Retirement Advisors. Join us as we delve into effective retirement planning, explore strategies to optimize your Social Security benefits, and discuss essential tax-saving techniques. Our experienced team is committed to providing you with the insights and guidance necessary to navigate your financial future with confidence. Register today to take a significant step toward achieving your financial goals.

Jeff Kikel

Ron Lang

Learn more about our seminars …

Social Security Workshop (click for details)

Social Security Workshop: Unlock Social Security Secrets to Maximizing Your Benefits!

Are you nearing retirement and wondering how to make the most of your Social Security benefits? Do you feel uncertain about when to claim or how your choices today could impact your financial future? Now is the time to take control!

Join Jeff Kikel, a leading retirement expert from Sure Horizon Retirement Advisors, and Ron Lang of Atlas Wealth Management for an exclusive Online Social Security Workshop designed specifically for individuals ages 60-70. You’ll discover proven strategies to help you maximize your benefits and secure a more financially stable retirement.

What You’ll Learn in This FREE Online Workshop:

Social Security Essentials: Get a solid understanding of the core benefits and eligibility requirements.
Maximizing Your Benefits: Learn the strategies that could significantly increase your monthly Social Security income—potentially by 8% or more per year!
When to Claim: Understand the impact of claiming early versus waiting and how your choices affect your spouse’s benefits.
Avoid Costly Pitfalls: Learn the mistakes many retirees make and how to avoid them.
Tax Implications: Learn how Social Security is taxed and what you can do to minimize taxes on your benefits.
How Social Security Fits Into Your Retirement Plan: See how your Social Security strategy works with other income sources to provide for your essential needs, like healthcare and daily living expenses.

Bonus: FREE Best-Selling Book

As a special thank-you for attending, you’ll receive a FREE copy of the Amazon Best-Selling Book Social Security Essentials by Jeff Kikel. This invaluable resource will serve as your guide to maximizing your benefits for years to come.

Why Attend?

Avoid Guesswork: You’ll walk away with a clear strategy on how to approach your Social Security benefits with confidence.
Expert Advice: Jeff Kikel and Ron Lang have helped thousands of people navigate the complexities of Social Security, and now they’re ready to share their insights with you.
Secure Your Future: With Social Security representing a large portion of your retirement income, learning how to make informed decisions is crucial for long-term financial stability.

Presented by: Jeff Kikel
Sure Horizon Retirement Advisors
Co-Presented by: Ron Lang
Atlas Wealth Management

Limited Time Offer: Claim your FREE best-selling book by attending this workshop!

Effective Retirement & Tax Planning (click for details)

Effective Retirement & Tax Planning

This important workshop will be extremely helpful to you and it doesn’t matter if you already have a Retirement Plan in place or you need to get one started.

Join Ron Lang and Jeff Kikel who will provide you with a lot of great information to think about and consider for Retirement Planning. Ron and Jeff take the pain out of understanding the Retirement Planning process, why it is important and working on paying less in taxes when you need to draw income from your portfolio.

What you will learn from this Effective Retirement & Tax Planning Workshop:

Everyone’s situation is different
Risks to Retirement in the next 5 – 10 years
Retirement Planning Strategies
Taxes through 2025, What’s Next?
Tax Strategies to Consider Moving Forward
Make a Plan of Action!

Duration: 45 Minutes

Date/Time: November 14^th, 2024 / 1pm CT or 11am AZ/MT

Why Attend:

Stop Procrastinating.
You aren’t too old to make a Retirement Plan.
Put more money in your pocket in retirement by reducing taxes you pay.
Consider your Legacy and what they may inherit and how you want that to work.

Estate Planning (click for details)

Estate Planning

We all know planning for the future is important, but nobody wants to think about death and what happens after. It is irresponsible for someone not to think or consider what happens to their assets after the die, because it now becomes a burden on your heirs and loved ones.

This important workshop will be extremely helpful to you and it doesn’t matter if you already have a Trust & Will in place or you need to get one started.

Join Ron Lang and Jeff Kikel who will provide you with the basic structure to begin your estate planning process and have a peace of mind once it is completed.

Duration: 45 Minutes

Date/Time: November 21^st, 2024 / 1pm CT or 11am AZ/MT

What you learn in this Estate Planning workshop: