DE-RISK YOUR RETIREMENT
Tuesday, May 10, 2022  

Don't Let Taxes, Long-Term Care, Inflation and More ERODE your   
Retirement Income!


 RSVP Today! 

Attend our educational workshop 
FFA Enrichment Center - DMACC Campus
1055 SW Prairie Trail Pkwy 
Ankeny, IA 50023
                    
Learn how to De-Risk Your Retirement
Tuesday, May 10, 2022 
6:30pm - 8:00pm (CT)  

RSVP Now!

Seating is limited and we will be following all COVID-19 precautions. 

Everyone wants to keep as much of their hard-earned money and assets as possible during retirement. And they want to pass on what is left to their loved ones. But how do you do that? By planning!

Whether it is protecting your assets from the costs of long-term care or making sure you pay little or no taxes in retirement –
planning is key!

TOPICS OF DISCUSSION:

• How the mounting U.S. debt and deficit might impact taxes, interest rates and inflation

The top ten estate planning mistakes

• Learn the long-term tax consequences of your IRAs and 401(k)s

• What is probate? And how to avoid it

• Create a retirement income strategy to help reduce risk and provide growth opportunities

Legal issues affecting Iowa seniors

Tax repercussions of losing a spouse

Meet Your Speakers 

Matt Bollman
Pearson Bollman Law 

Attorney  

Matt grew up in Northeast Iowa. He graduated from the University of Northern Iowa with a degree in Economics in 1995. He then attended the University of Denver College of Law and graduated with a Juris Doctor in 2000. Upon graduating from the University of Denver College of Law, he moved to Seattle, Washington, and then to Phoenix, Arizona. Matt and his family moved back to Iowa in 2008 to return to the family environment Iowa provides. Matt’s practice focuses on estate planning, probate/trust administration, and elder law. He often lectures to the public and to professional groups on topics such as “The Top Ten Estate Planning Mistakes”; “What is Probate? How to Avoid”; “Asset Protection Planning for Iowa Retirees”; “Legal Issues Affecting Iowa Seniors”; and “Understanding VA Pension Benefits”. Matt is a VA-accredited attorney and has a professional affiliation with the WealthCounsel; ElderCounsel; National Academy of Elder Law Attorneys (NAELA) and the Iowa State Bar Association 


Eric Peterson
Peterson Financial Group 

President & Founder 

As founder of Peterson Financial Group, Eric has dedicated more than 21 years of his life to educating and assisting retirees and pre-retirees in central Iowa on how to plan for and protect their financial future. Eric is a Registered Financial Consultant, earned his MBA from Drake University and is a veteran of the United States Air Force. Eric was also featured in Forbes magazine’s 2014 Investment Guide as on of the Midwest’s most trusted and experienced financial leaders. In 2015, Eric published his first book, “Preparing for the Back Nine of Life – A Boomer’s Guide to Getting Retirement Ready.” He also hosts the “Retirement Ready” radio show on Sundays at noon to 1pm on WHO 1040AM. Eric is the financial expert on the Dollars & Sense segment of Hello Iowa on WHO TV (channel 13).