Healthy, Wealthy and Wise Retirement Planning
In Person Class
Course Code: rpffb1026

COURSE REGISTRATION –
Register Online Now or
Register by Phone by calling      866-615-0945    Lines open 24 hours a day / 7 days a week

This is a 3-night workshop – Thursdays – 10/26/23, 11/2/23, and 11/9/23

Tuition is $59 – A spouse or guest may attend at no extra cost.
When registering you will be directed to a PayPal Site. You do not need a PayPal account – simply use your debit or credit card.

HEALTHY, WEALTHY & WISE RETIREMENT PLANNING

While our parents and grandparents often had pensions and only needed 10-15 years of retirement income, our situation is quite different. Ever-increasing life and retirement spans, high inflation, market volatility, and rising taxes all present unique challenges to today’s retirees.

This comprehensive three-part course offers solutions to these challenges and presents strategies that could help you protect your savings, minimize taxes, and make more informed financial decisions. It’s never too late – or too early – to start planning for your dream retirement.

KEY CONCEPTS COVERED:

• AI – How Artificial Intelligence (AI) will impact investments in the future.
• Legislative and Tax Law Changes – The latest updates and how they could affect your lifestyle.
• Income Planning – Determining your risk tolerance and needed income to live your dream retirement.
• Risk Management – Minimizing the costly impact of inflation, interest rates, and stock market risk.
• Social Security – Maximizing your benefit, avoiding stealth Social Security tax, and integrating Social Security with your other income sources.
• Medicare and Long-Term-Care – Navigating the process, and protecting yourself from future risk .. or ruin.
• Retirement Accounts – Managing your IRA, 401(k), 403(b) or other qualified accounts, and minimizing the effect of RMDs and taxes on them.
• Roth IRAs and 401(k)s – Is a Roth conversion a wise choice for you?
• Taxes – Proven strategies to reduce or eliminate your tax liability.
• Estate Planning Basics – How to avoid probate, minimize estate taxes, and maximize your family legacy.
• Early Retirement – Is it a viable option for you?
• Asset Protection – Ways to protect your investments and generate higher, safer, and more predictable returns.

LEARN SIMPLE STEPS YOU CAN TAKE TODAY TO PLAN FOR THE RETIREMENT YOU WANT TOMORROW 

YOU SHOULD ATTEND IF…

• You are concerned about stock market risk, taxes, inflation or economic recession.
• You want a better understanding of your IRA/401(k), Social Security, Medicare, tax reduction, and estate planning options.
• You want to take early retirement.
• You have concerns about running out of money in retirement.
• You want to make wiser, more informed decisions about your retirement and financial future.

YOU WILL RECEIVE …

• Nearly 9 hours of comprehensive retirement planning education from a COFE Non-Profit Member/Instructor
• A neutral, fun learning environment where participation and questions are encouraged
• A Comprehensive Workbook to follow in in class and help you retain and apply the course information
• Objective, factual information without any sales pitch of reference to specific financial products