This free seminar will not include product pitches. Rather key considerations for your retirement planning will be discussed. Speakers Jason Bell, CLU, ChFC, Financial Advisor and Valerie Seidel, CFP, will answer questions like, “When can I retire, how much can I spend per month, and how long will my money last?” The conversations will include topics such as what age to begin Social Security and how/when to take pensions.
Jason Bell, CLU, ChFC, Financial Advisor, has been with Mountain West Farm Bureau and Farm Bureau Financial Services since March 2001. Jason was the Mountain West Farm Bureau “Rookie of the Year” in 2002. He is a 12 year Million Dollar Round Table member with eight Court of the Table and one Top of the Table qualifications. Jason is a past president of the Southeast WY Association of Insurance and Financial Advisors, and a member of the Southeast Wyoming Estate Planning Council. Jason has been the Mountain West Farm Bureau agent of the year every year since 2010, a 5-time Farm Bureau Financial Services agent of the year, and is part of the team in Cheyenne, WY that annually ranks as one of the most productive Farm Bureau Financial Services offices nationwide. His hobbies include coaching basketball and helping at his church. He is married to his wife Chastity, and has three daughters Mary Beth, Abby, and Aubrey.
Valerie Seidel, CFP®, Registered Sales Associate, graduated from the University of Wyoming in 1991 with her Bachelor of Science in Psychology. She became part of the Cheyenne Farm Bureau Financial Services team in January, 2007 and obtained her Certified Financial Planner designation in 2015. She is a board member of the Southeast Wyoming Estate Planning Council. Valerie’s time is focused on retirement estimates, asset allocation, and comprehensive financial reviews, along with life and property insurance. Valerie has lived in Cheyenne for 27 years and is actively involved with her church and community. She is married with two children and enjoys spending time in Wyoming’s great outdoors.
Please RSVP by August 1, 2018 by filling out the form below. For more information, call the CRMC Foundation at (307) 996-4510 or email Victoria Fry at Victoria.Fry@crmcwy.org