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Date/Time:
Thursday, February 9th at 6:00 pm - 9:00 pm

Location:
Manchester University – Fort Wayne Campus – Classroom 132
10627 Diebold Road
Fort Wayne, IN 46845


Comprehensive Retirement Planning
In Person Course

Course Code – RJMFW209

Advance Registration is Required
Capacity is limited. Guarantee your spot by registering today. 

To Register –
Register on-line now! or
Register by phone    877-892-7088     (lines open 24/7)

COMPREHENSIVE RETIREMENT PLANNING

This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms.

You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies you need to make informed decisions and take necessary steps today to ensure the retirement you want tomorrow.

Plus, we will also discuss inflation, the economy, and market volatility, and how they can affect your retirement income planning, tax planning, Required Minimum Distributions, and more. We will provide answers to common financial questions and concerns and offer strategies that could help you protect your savings and retirement.

KEY CONCEPTS COVERED – 

  • Determining your personal risk tolerance and your own unique retirement strategy
  • The relationship between growth, protection, and liquidity in your portfolio
  • Strategies to help combat inflation and interest rate changes
  • Ways to reduce, or eliminate, taxes on your retirement income
  • Maximizing your Social Security benefit and minimizing taxes
  • Your IRA and 401k options, including the pros and cons of Roth
  • How to create an income stream you can’t outlive
  • Planning for the unexpected – the basics of Medicare, Long-Term Care, and Estate Planning

YOU SHOULD ATTEND – 

  • If you are concerned about stock market risk, taxes, inflation, or the next recession
  • If you have a fear of running out of money in retirement
  • If you are looking for objective information about Social Security, Medicare, and Long-Term care
  • If you want a better understanding of your IRA/401k options
  • If you want to make wiser decisions about your retirement and financial future

Join us for this insightful class and gain confidence through financial education! 

Reserve Your Spot

Bookings are closed for this event.


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