Don't Worry, Retire Happy! with Tom Hegna

Why you should attend:

Howard Bailey is proud to have Tom Hegna on to discuss the concepts and strategies from his book and PBS Special "Don't Worry, Retire Happy!

Nobody knows retirement income planning better than Tom. As a former First Vice President at New York Life, he has dominated the main platform of all the biggest stages in the retirement and financial planning industry. Tom's words have helped countless boomers and retirees build a better, safer, and happier retirement.

​​​​​​​Tom Hegna will simplify your retirement journey with his 7 Steps to Retirement Security. Learn how to make a trouble-free plan for retirement with a solid foundation to build on for future generations. Avoid living a just-in-case retirement and enjoy the fruits of your labor! Whether you are a late starter with your retirement planning or you have a significant savings, this book outlines how to make the most from the least with the smallest amount of risk.

Presentation times are limited, so make sure you register for one of the upcoming times available! You will not want to miss this timely information from Tom Hegna and Howard Bailey.


​​​​​​​Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser.  Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.  Thomas Hegna is not a client of Howard Bailey Financial, Inc. or Howard Bailey Securities, LLC (together “Howard Bailey”).  Mr. Hegna is being compensated by Advisors Platform in the amount of $4,000 to speak on behalf of Howard Bailey.  Mr. Hegna has an existing business relationship with Advisors Platform which may further incentivize any endorsement of Howard Bailey as a client of Advisors Platform.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19.  ©2022 HOWARD BAILEY FINANCIAL, INC.

  • Casey Weade

    Howard Bailey Financial, Inc., was founded by Casey Weade, CERTIFIED FINANCIAL PLANNER™, “Retire With Purpose” podcast host and best-selling author. We develop financial strategies that are driven by meaning and purpose, and while we can’t work with everyone, our goal is to provide value to everyone we meet. Our team includes three CFPs®, five Financial Advisors and an entire support staff — all working hard to help you through one of life’s biggest transitions.

  • Tom Hegna, CLU, ChFC, CASL

    Tom Hegna is an economist, author, and television show host. He has been an incredibly popular industry speaker for many years. As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach. He has condensed a large chunk of his considerable knowledge into 5 books.

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