Register for our event!

October 20th or 22nd

at 6:00 PM

4835 NE Lakewood Way

Lee’s Summit, MO 64064

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How to Avoid Costly Financial Mistakes and Survive During Retirement

Attend this workshop and learn:

  • How to potentially reduce or eliminate taxes on Social Security, IRAs, and other income
  • Ways to help shield your assets during market ups and downs
  • When a Roth conversion might be the right move
  • What the latest tax law changes may mean for your retirement
  • How tariffs and global trends may affect your income and long-term plan

By submitting, you’re okay with receiving text messages from RSG Investments. Msg & data rates may apply. At anytime you may Reply opt out. Consent not required for registration.

This event is intended for first-time attendees only.

RSG Investments, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training, nor constitute an endorsement by the SEC. Insurance products and services are offered and sold through Retirement Solutions Group, Inc. RSG Investments, LLC and Retirement Solutions Group, Inc. are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. This event is for informational purposes only and should not be considered legal, tax, or investment advice or as a recommendation of any particular strategy or product.

With over 25 years of industry experience, Sam brings a wealth of knowledge and a true desire to help clients realize their retirement goals. He joined RSG in 2017 after years in the mutual fund arena, and holds a Series 65 license along with life, health, and property and casualty insurance licenses in Missouri and Kansas. Sam takes a custom-tailored approach to each client’s retirement picture, drawing on deep knowledge of federal benefit programs to help families make the most of what they’ve earned. Outside the office, he enjoys traveling, live music, and working on classic cars.

Your Presenter: Sam Bass