Comprehensive Retirement Planning
In Person Course
Course Code – rggsb924

Simple Steps You Can Take TODAY to Plan for the RETIREMENT You Want TOMORROW!

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 and challenges faced by most Americans when planning their investment 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 confidently build an investment portfolio that will help you pursue your specific needs and goals.

Plus, we will also address the upcoming election cycle, inflation, the economy and market volatility, and how they could 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:

• A history of the markets – From Bulls to Bears
• Reducing tax waste in retirement
• The relationship between growth, protection, and liquidity in your portfolio
• Navigating your Social Security benefits
• How to create an income stream you can’t outlive
• Strategies to help combat inflation and interest rate changes
• Tying it all together with Social Security and Pensions
• Planning for the “unexpected” – Sequence Risk and Long-Term Care

YOU SHOULD ATTEND: 

• If you are concerned about the upcoming election, inflation, taxes, stock market risk, or the next recession
• If you like the concept of participating in the markets without taking all the risk
• If you have a fear of running out of money in retirement
• If you want a better understanding of your IRA/401k
• If you want to make more informed decisions about your retirement and your Social Security and Pensions

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