The Changing World of Retirement Planning

2 Enrollment Options
Option 1:
Thursdays, Apr 24 & May 1
6:00-9:00 PM

Option 2:
Tuesdays, Apr 29 & May 6
6:00-9:00 PM

RETIRING IN THE TWENTY-FIRST CENTURY – Explore an updated approach to retirement planning that accounts for possible challenges and pitfalls.

TAX RATE RISK – Discuss strategies that you can implement that may help insulate your assets from the impact of higher taxes.

RETIREMENT DISTRIBUTION PLANNING – Learn about the 3 types of investment accounts and how to use them to maximize cash flow in retirement.

ESTATE PLANNING – Discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges after death.

MAXIMIZING SOCIAL SECURITY – Social Security can be taxed. Learn about the impact of Social Security taxation on your retirement.

MITIGATING MARKET LOSS – Discuss the 2 types of investment risk in every investment portfolio and how to mitigate them.

RETIREMENT DISTRIBUTION PITFALLS – Review retirement pitfalls and outline strategies designed to create more certainty in your retirement plan.

LONG-TERM CARE PLANNING – Learn about Medicaid rules, strategies used to mitigate long-term care risk, and long-term care planning.