Date/Time:
Friday, September 27th at 6:00 pm - 8:45 pm

Location:
Camden County College – Blackwood Campus, Halpern Hall, Room 115
200 College Drive
Blackwood, NJ 08012

Halpern Hall – Room 115

RETIREMENT INCOME & TAX PLANNING

This is a 2 Day Course – Friday Evening Series – 9/27 & 10/4

Course Code – CRGCC0927

CLASSES STARTING SOON – REGISTER TODAY!
Advance registration is required.

The $49 fee covers your class materials as well as a donation of $25. Spouses may attend at no cost.
Register on-line now!
OR
Register by phone: 856-282-1493

Please bring your $25 donation check to class, made payable to the charity of your choice:
Susan G. Komen for the Cure or
Alex’s Lemonade Stand Foundation or
Leukemia & Lymphoma Society

 

RETIREMENT INCOME & TAX PLANNING

Are you ready to RIDE down the road to retirement?

A Classroom Course teaching Simple Steps you can take TODAY to plan for the RETIREMENT INCOME you want TOMORROW!

Financial confidence through education:

• The importance of creating income in retirement
• The most common retirement planning mistakes
• Managing stock market risk
• Understanding the four financial phases of retirement
• Maximizing your Social Security benefits
• Minimizing taxes in retirement
• Taking charge of your own retirement plan

COURSE DESCRIPTION – This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement, income, and taxes. Your instructors will cover the essentials of a sound retirement income plan and break down key concepts in easy-to-understand terms.

You will leave with a much better understanding of retirement, taxes, and income planning, and have the tools, insights, and strategies that you need to make informed decisions and confidently build a retirement plan that will meet YOUR specific needs and goals.

KEY CONCEPTS COVERED ~

• Maximizing your Social Security beneifits
• Minimizing taxes in retirement
• The relationship between growth, protection, and liquidity in your portfolio
• Determining your personal risk tolerance
• Creating a retirement income stream using your current assets
• When to take distributions from your IRA, 401(k), 403(b) and other retirement plans to minimize taxes on those funds
• Planning for the “unexpected” – Long-term Care, healthcare costs and inflation
• Developing a budget for your pensions in retirement
• Understanding the four financial phases of retirement
• Make your money last as long as you do!

PLUS …. Classes now updated to include:

• Understanding the new tax laws
• 2019 Social Security and Medicare changes
• RIDE – Retirement Income Design & Education

You Should Attend –

• If you are an individual or couple 50 years or older
• If you are retired or planning for retirement
• If you are concerned about stock market risk, taxes, inflation, or the next recession
• If you want to make the best decision about your Social Security benefits
• If you want a better understanding of your IRA/401(k), 403(b)

CLASSES STARTING SOON – REGISTER TODAY!