Classes Held At The Historic Thoreau Center in Des Moines
Enjoy delicious food from Gateway Market in Des Moines!
- February 4th, 6th, 18th, & 20th
Sessions at 9:00 am, 12:00 pm, and 6:00 pm
Historic Thoreau Center in Des Moines
3500 Kingman Blvd., Des Moines, IA 50311
Only 24 spots available!
Reserve your spot here
Are you concerned about outliving your assets in retirement?
We offer a 90-minute class, “Plan Well. Live Well. Retire Well.” designed to help you prepare to live financially well in retirement. Get your questions answered and concerns addressed!
Will you have enough income and assets to live comfortably in retirement?
Important Topics Covered:
- Financial Risks and Challenges Facing Baby Boomers.
- Social Security Claiming Strategies.
- Savvy Tax Planning Strategies & Case Studies.
- Stock Market Volatility and Risk.
- Retirement Income & Cash Flow Planning.
- Designing a “Three Bucket” Retirement Plan.
Join us for a meal catered by Gateway Market at the beautiful Thoreau Center in Des Moines to learn how to prepare for financially stable golden years! A FREE 50-page retirement workbook will be given out.Reserve Your Spot
Mike Moller of DSM Financial
With 34 years of experience in the financial and insurance industry, Mike Moller is committed to understanding his clients’ financial goals, designing plans with strategies that fit those particular goals and advising to the best of his ability when it comes to recommendations.
Mike prides himself on giving clients the one-on-one attention they deserve. The service is highly personalized and he spends time getting to know each and every client. A testament to DSM Financial’s reputation? They currently serve three generations of one family.
Outside of work, you can find Mike and his wife, Tammi, hiking and biking in the great outdoors. He also enjoys spending time with his two Bernese Mountain dogs and good friends, sipping good wine and staying true to his faith.