JOIN US FOR A COMPLIMENTARY PRESENTATION

THE NEW RULES OF RETIREMENT PLANNING

Classroom Instruction for Adults Ages 50-70

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What You'll Learn

  • IN THIS TWO-SESSION COURSE YOU WILL LEARN:
  • The impact that tax law changes will have on your retirement income
  • Whether you’ll have enough money to last throughout retirement
  • How to optimize the different types of retirement accounts to maximize cash flow
  • How to determine whether Roth conversions will help you
  • What to do to get the most out of Social Security
  • How you can reduce or eliminate unanticipated estate expenses
  • How to build a “truly diversified” retirement portfolio
  • How to avoid the pitfalls of taking retirement income distributions

Featured Speaker

Ken Holmes

Only if retiring successfully matters to you! You’ll find the course relevant whether you are just beginning to develop a retirement plan, are nearing retirement, or recently retired.

Wherever you’re at in the process, you’ll learn strategies tweaked for today’s tax laws, current market environments, and inflationary times. The course will help you determine where you are and lay out a road map of specific steps to get you to where you want to be.

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Martinsen Wealth Management, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. PLEASE NOTE, THIS EVENT IS FOR FIRST-TIME ATTENDEES ONLY.