Date/Time:
Friday, April 17th at 6:00 pm - 9:00 pm

Location:
Rowan College at Burlington County – Mount Laurel Campus
500 College Circle
Mount Laurel, NJ 08054

Rowan College at Burlington County – Mount Laurel Campus
THIS COURSE IS NOW AVAILABLE BOTH ONLINE OR IN THE CLASSROOM

 

RETIREMENT INCOME & TAX PLANNING – Classroom & Online
Course Code – CRGRC0417

How will the volatile economy affect YOUR retirement income?

This is a 2 Day Course – Friday Evening Series -4/17 & 4/24
6:00 p.m. – 9:00 p.m.

CLASSES STARTING SOON – REGISTER TODAY!
Advance registration is required.
ONE-ON-ONE CONSULTATIONS AVAILABLE IMMEDIATELY

 

3 Easy Ways to Register:
Register Online Now
Mail in the Registration form on your mailer 
Register by phone by calling   856-282-1493

COST
The normal registration fee of $24.00 for this class has been waived. 
However, we will continue our on-going class donation to charities. 

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

Please mail your donation check – made payable to one of the charities listed below – to:
Council of Financial Educators Registrar
C/O RJG Financial Services, LLC
3000 Atrium Way Suite 111
Mount Laurel, NJ  08054

RETIREMENT INCOME & TAX PLANNING

Don’t let this bear market maul your retirement accounts!
LEARN HOW TO PROTECT YOUR SAVINGS AND RETIREMENT!

An Online or Classroom Course teaching Simple Steps you can take TODAY to plan for the RETIREMENT INCOME you want TOMORROW! PLUS … Congress’ NEW 2020 Secure Retirement Act

Financial confidence through education:

• How to manage your assets in uncertain times
• The importance of creating income in retirement 
• The most common retirement planning mistakes 
• Managing stock market risk 
• 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… and now includes how to survive a bear market.  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 ~

• Surviving in a bear market
• 2020 SECURE Act details 
• Maximizing your Social Security benefits
• Minimizing taxes in retirement
• 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 passions in retirement
• Understanding the four financial phases of retirement

PLUS …. Classes now updated to include:

• Are there strategies to recoup your losses?
• Has the market bottomed out?
• How the SECURE Act affects your retirement accounts
• The new SECURE Act RMD rules and regulations 

You Should Attend –

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