Are you on track for the retirement you envision?

Join for a free, informative event designed with a goal to help you prepare with confidence. We’ll cover essential topics like financial planning, healthcare, Social Security, estate planning, and more. Whether you are already enjoying your Golden Years or retirement is just around the corner, you'll gain practical, actionable guidance to move forward.

What You'll Discover

• How to estimate your retirement needs
• Building a sound financial plan
• Key differences between 401(k)s, IRAs, and pensions
• Smart Social Security strategies
• Navigating healthcare and Medicare options
• Basics of estate planning
• Mistakes to avoid along the way

Meet the Speakers

RICHARD HILL
President and Lead Advisor at Compass Financial Group, Richard specializes in helping individuals and couples transition into retirement. His approach goes beyond finances—he supports clients through the emotional and lifestyle changes that come with this life stage.

From income planning to tax strategies and decisions about healthcare or housing, Richard’s mission is to help each client retire with confidence and a clear path forward.

KYLE FRIZZELLE
As a Partner and Estate Planning Attorney at NC Planning, Kyle leads the firm’s estate planning practice. He’s passionate about delivering clear, personalized solutions—whether navigating complex trusts or reviewing a basic Will.

Kyle is dedicated to making the estate planning process simple, understandable, and customized to each client’s specific goals and needs.

Class Details:
📅 May 30, 2025
🕒 10:00am to 11:30pm
📍 Keller Williams Legacy Apex - 1483 Beaver Creek Commons Drive, Apex, NC 27502

RSVP Today to Reserve Your Spot! Space is limited.  

Keller Williams, Kyle Frizzelle and their companies are not affiliated with or endorsed by LPL Financial and Compass Financial Group.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

This information is not intended to be a substitute for specific individualized tax or legal advice. Individual tax or legal matters should be discussed with your tax or legal professional.