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Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns. We will address the following:

  • How the new tax laws could affect your retirement.
  • The importance of creating a retirement Income Plan that lasts.
  • Will you receive your full Social Security benefit?
  • When it makes sense to delay SS benefits - and when it does not.
  • Do you have access to technology that can make your retirement easier to manage?
  • Ways to minimize probate while protecting yourself, your spouse and your heirs.

At the New Generation Retirement seminar, you will learn how to prepare for a steady retirement in a changing world. 


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Mark Rose

Mark is a fiduciary Investment Advisor Representative and Retirement Planner who specializes in Social Security maximization and retirement planning. Prior to this, he owned his own company and was the Program Manager for Executive Training ~ Team Quest with The University of Oklahoma. He received both his B.A. in Public Relations and his Master’s of Human Relations degrees from The University of Oklahoma.

Mark has been married for 21 years, has two daughters and attends Emmaus Baptist Church in south Oklahoma City. An interesting fact about Mark is during college, he was the OU Men’s Basketball mascot – Top Daug for the 1992-1993 season. He also did two years in the Semi-pros as Sgt. Slammer for the OKC Calvary basketball team from 1997-1999.

Rhett Wood

Rhett Wood has been working in the financial services industry since 2011 and is a junior partner at Retirement Solutions. Rhett is an independent insurance agent, and an Investment Advisor Representative, which means he serves his clients as a fiduciary. He received his undergraduate degree from Southern Nazarene University, and is currently studying for the Certified Financial Planner designation.

Rhett assists individuals and couples that are approaching retirement or have already retired and is uniquely equipped to help them navigate the many decisions related to receiving Social Security and Federal Employee benefits and Medicare.

Rhett lives on a family ranch in Blanchard, Oklahoma.

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