AAA Life Solutions Passport to Retirement
Your "How to" guide to financial success!
This educational course is designed to help you overcome retirement challenges and take
action to help improve your financial future.
July 17th, 24th, and 31st, 2025
Only $39 for you and a guest
Join us for an educational event designed to help you take control of your financial future!
Procrastination is the biggest reason why people fall short of achieving retirement goals.
After completing this course, you'll be ready to start taking steps immediately to help improve your
overall retirement picture.
What you'll learn...
Strategies to help maximize retirement income and reduce taxes.
The role of Social Security and when to claim benefits.
Options for managing 401(k), 403(b), and IRAs.
Protecting your wealth through estate planning.
How inflation, rising healthcare costs, and market volatility may impact your retirement.
Your roadmap to a more confident financial future starts here!
Class Tuition: $39
Your registration includes a comprehensive 120-page workbook. A valuable reference tool you’ll use long after the course ends.
It’s filled with strategies, worksheets, and clear explanations that reinforce key concepts covered in the sessions.
You’re also welcome to bring your spouse or one guest at no additional cost.
This informative course is designed for educational purposes only. You'll receive dynamic
instruction about concepts and strategies — not specific financial products and services.
Your instructor will use straightforward language and real-world examples to illustrate important
financial information you need to know.
Meet Your Presenter:
Adam Blain , Vice President, Investment Advisor
With eight years of experience in the financial services industry, Adam Blain is
dedicated to helping individuals navigate the complexities of retirement planning.
Specializing in the distribution years of retirement, Adam focuses on creating
customized, long-term, risk-managed investment solutions tailored to each client’s
unique goals, needs, and risk tolerance.
What sets Adam apart is his deep commitment to a holistic approach to retirement
planning. He takes the time to understand his clients' financial needs and personal
aspirations, ensuring they have a clear and secure strategy for managing their wealth
throughout retirement.
Through a comprehensive proprietary process, he works one-on-one with clients to identify potential risks in their retirement plans and implement effective solutions.
Based in Germantown, Tennessee, Adam holds a bachelor's degree from the University
of Memphis. His passion for helping others extends beyond his profession—he values
time with his wife and three children, enjoys playing golf, and is always looking for ways
to support those around him.
Whether you're approaching retirement or already in your distribution years, Adam is
committed to guiding you with expertise and care, ensuring a financially confident
future.
We can't wait to have you join us
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
