Are you truly prepared?

A confident retirement doesn't just come from good saving.

Even the most diligent saver can miss these 5 Retirement Risks.

We're here to make sure you don't.

Event Registration

Your focus in Retirement should be the rewards...

not the risks.

Join us for a LIVE IN-PERSON EVENT where we take a deep dive into the 5 Biggest Retirement Risks that most people we talk to, have never prepared for.

The reason for this is simple... most advisors don't approach Retirement holistically.

By registering for this event, you'll learn the 5 biggest retirement risks to watch out for to help you build the confident retirement you deserve.

If you're within 5 years of retirement, or even in retirement already, you won't want to miss the chance to add these tools to your tool belt to help optimize your savings.

Do you feel confident about your retirement plan?

Are you afraid of running out of money in retirement?

Are you unsure how to create an income from your savings?

Do you understand how your social security, medicare, and taxes will be effected in retirement?

If you answered yes to any of the above, you're in the right place.

This workshop is designed specifically with YOU in mind.

Join Fiduciary Retirement Advisor David Treece who specializes in holistic retirement planning, guiding clients on all the moving parts of retirement - 401K rollovers, social security, medicare, taxes, estate planning, required minimum distributions, risk mitigation, income planning, and more.

David is the founder of Clients Excel and author of How to Excel in Retirement, brings over 14 years of experience helping individuals and couples develop retirement income and tax strategies. He is licensed across multiple states and specializes in simplifying the retirement process to help you retire with confidence.

Want to learn more about David & Clients Excel?

Apple, Spotify, YouTube, Facebook, Instagram, and LinkedIn logos & links below

Love to Read? Grab a copy of David's book: How to Excel in Retirement

Less than 100 pages, this no fuss book provides insight into the exact strategies David

uses to help retirees like you create confident plans they can count on.

OR register for the event and get a free copy!

We're a real, live, local team,

and we believe in human connection.

Call our office and we're happy to help you get registered.

864.641.7955

Call Clients Excel

Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Clients Excel. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.

ARE-15157 | 23122-2023/6/16

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