Senior Citizens Advisory Commission Sponsored Seminar

Retirement Annuities..The Positives and Negatives Seminar...in Anthem Center Monday evening

Have you been invited time and again to some form of "retirement" seminar offering a free dinner, only to find out, the objective was to sell you an annuity?

Annuities have pluses and minuses and speaking from experience, I learned that Nevada has a state premium tax....the highest in the nation...and is one of only six states that have such a "tax".

The tax applies to nonqualified annuities WHEN BENEFITS ARE RECEIVED....and if you live in Nevada, it is assessed...no matter what state in which you purchased it.

Learn some of the benefits and negatives about such products in a seminar hosted by Dick Arendt, in association with two other esteemed individuals, who specialize in the field of financial planning.

Monday, September 30, 2013

6:30 pm

Delaware Room

Anthem Center

Here are the individuals and backgrounds of those who will conduct this 45 minute informative seminar.

Mark S. Robertson

A faculty member of (UNLV) where he teaches senior level finance. He is the author of the book: “How to Become Wealthy and Wise.”

Mark has a bachelor's degree in Finance from BYU and an MBA with an emphasis in Individual Financial Planning from City University. He has also completed post-graduate education at Duke University in Strategic Financial Management.

He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Consultant (ChFC) designations. He is also an Enrolled Agent permitted to practice before the IRS. Mark is Managing Partner of RDJ Financial Architects, a comprehensive wealth management firm.

Mark also serves as a Major in the US Army Reserves, where he recently received the Bronze Star after returning from a deployment to the Middle East.

Gavin Walker

Born and raised in Henderson, Gavin is the President and CEO of his own company, Risk Coordinators.

He began serving as a Commissioner on the Henderson Senior Citizen’s Advisory Commission in 2009.

Gavin started his own Insurance Agency at the age of twenty and served as the Youngest NAIFA President for back to back one year terms (National Association of Insurance and Financial Advisors) LILI Graduate (leadership in Life Institute) & Current President of Breakfast Connections.

Gavin’s vision and passion for creating Risk Coordinators has been in the planning process for many years. He has always found happiness in helping others achieve peace of mind with proper risk planning. The purpose of Risk Coordinators is to protect, educate, and consult individuals and businesses to achieve the utmost success.  

Dick Arendt

Graduated from the University of Illinois with a B.S. degree in business administration, majoring in finance, economics, and marketing.

Dick was in the insurance industry for 34 years. He owned his own insurance agency, Northwest Insurance Brokerage Group, Inc, representing various companies for the independent brokerage community in the Chicago area.

He has a professional designation of Chartered Life Underwriter which he obtained by attending DePaul University. Dick was often a guest speaker at numerous University of Illinois graduating senior functions, in addition to conducting company and industry marketing seminars that included writing articles in company related periodicals.

Northwest Insurance Brokerage Group, Inc. was the #1 agency in the United States in designing pension, profit-sharing, and 401(k) plans for the Principal Financial Group, the nation's top administrator of qualified retirement funds. 

Dick was awarded the National Sales Achievement and National Quality Awards numerous times over his career before he retired at the age of 56 in 2003 before relocating with his wife, Marla, to Sun City Anthem, in 2005 from the Chicago area.

He's currently the radio talk show host of The Vegas Voice Show on KLAV radio am1230 each Saturday morning, writes a monthly article in his column entitled "Say What !?!" and is co-owner of the Sun City Anthem blog, Anthem Opinions.

Join us !