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
  • 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.

Featured Speaker

Lane Martinsen

Lane Martinsen is the Founder and President of Martinsen Wealth Management, LLC, with offices in Arizona and California. He focuses on holistic retirement income planning, tax, and investment strategies. Lane and his team of professionals combine decades of experience and proven techniques to help hundreds of clients successfully improve their financial situation and overall well-being. We are driven by our clients’ success, and there is nothing more rewarding than crafting personalized plans that ease or eliminate financial stress, worries, and fears. With over three decades of experience and the combined knowledge of our team, we have witnessed transformational changes in the financial services industry and the broader economy. In addition to serving his own clients, Lane has trained and mentored hundreds of financial advisors from across the country. Through our long-standing relationships and years of experience, we have developed unique skills in preserving and increasing our clients’ wealth with comprehensive retirement planning strategies. Lane is also the author of the Amazon bestselling book, The 5W Retirement Blueprint. He is the host of the popular educational YouTube channel, The Financial Fast Lane, where he shares his experience with a passion for teaching and helping others. Lane is a member of the Ed Slott Elite IRA Advisor Group, the National Ethics Association (NEA), the Million Dollar Round Table (MDRT), Top of the Table, and frequently speaks on retirement planning. Above all, Lane considers being a husband and father his greatest accomplishments, and he is deeply guided by his love of God, family, and country.

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