Call Us Call Us
Surviving Retirement
Learning how to avoid costly mistakes may be the best investment you can make

Presented by Chuck Layman, Alicia Lewis, Joshua Lewis
Live Event Calendar:

Come Learn More at an Upcoming Workshop:

Layman Lewis Live at Jay's Bistro
Wednesday, December 4th
Workshop with Complimentary Dinner


Layman Lewis Live at Jay's Bistro
Tuesday, December 10th
Workshop with Complimentary Dinner

Well-known local financial professionals from Layman Lewis Financial Group will discuss strategies designed to help you preserve your wealth, get more income and possibly reduce your risks in retirement.

We will discuss how to:

  • Identify the most important steps to take NOW, before the next bear market hits.
  • Retirement risks — learn about one of the biggest financial risks that can affect your retirement.
  • Turn existing IRAs into tax-free accounts.
  • Create tax-free cash flow.
  • Getting a second opinion — why getting a second opinion may be the most important financial decision of your life.

  • Most of seminar attendees are interested in learning more about strategies that can help increase retirement income, reduce taxes and avoid running out of money. We will discuss how to avoid some of the most common retirement mistakes to help you make sound financial decisions.

    Neither the firm not its representatives may give tax or legal advice. The content being offered is designed to provide general information on the subjects covered. It is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney. Investing involves risk, include the potential loss of principal. No investment strategy can guarantee a profit of protect against loss in periods of declining values. 00274505
    At Layman Lewis Financial we are committed to helping you make informed decisions about your financial future. We hold informational seminars and workshops for our clients, referrals, visitors and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar or workshop, feel free to schedule a one-on-one, no-obligation meeting. Please keep in mind that our seminars may have limited space. We will respond to your registration request and inform you either way, on whether space was available to secure your reservation request.

    “Best Of” is an annual survey conducted by Lydia’s Style magazine. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Layman Lewis Financial group. The designation is not representative of any one client’s experience and is not indicative of future performance.

    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.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Layman Lewis Financial is stated or implied.

    AW11161600