Planning Ahead for the 4 Retirement Roadblocks
In Person Class
Course Code: RB19209A

This Course is offered FREE of Charget
 Advance Registration is Required.l retirem
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone     866-864-3719      (lines open 24/7)

PLANNING AHEAD FOR THE 4 RETIREMENT ROADBLOCKS

There are four major challenges that all retirees will have to face at some point. How you deal with them will go a long way in determining whether you can live your retirement the way you want to – or the way you have to. The good news is that you can prepare yourself to meet these challenges – if you know how.

You and your spouse (or guest) are invited to join us for a complimentary dinner workshop on these topics. The real key to a successful retirement is being well-informed. You will learn the latest options and strategies available today to help you create a retirement plan that addresses each of the challenges. If you are retired or planning to retire soon, this will be time well spent.

Challenges We Will Address:

• LONGEVITY – With today’s longer life expectancies you may well need a reliable income stream that will last 30 years or more. Careful planning is essential. You will learn options for generating a lifetime income for you and your spouse.
• RISK – how much of your retirement savings can you afford to lose in the Market? History and common sense tell us that the market will go down again. And if you are not prepared, the assets that you are counting on for retirement – like your IRA/401(k) – may be in serious jeopardy. Learn how to protect yourself from sudden or prolonged drops in the market.
• INFLATION – Inflation is a serious long-term risk for retirees and soon-to-be retirees. If your retirement plan does not take inflation into account, you could be looking at big trouble down the road.
• TAXES – Different retirement accounts and investments have very different tax implications. Learn Tax-smart strategies to help minimize income tax so more money is left for you – and your children and grandchildren.

If you are counting on your IRA, 401(k) or other plan to provide retirement income – this is a must-attend event.