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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.