Saturday, October 5th at 10:00 am - 12:00 pm Location:
Private Wealth Management – 2nd Floor Conference Room
1540 International Parkway
Heathrow, FL 32746
Retirement Income Planning
Course Code: SDBPWM1005
This Course is offered FREE of Charge, but Advance Registration is Required.
Register Early – Space is Limited
To Register –
Register on-line now! or
Register by phone – call 407-307-2716 (lines open 24/7)
Retirement Income Planning
Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.
This course offers real-world strategies for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce, or even eliminate taxes owed from income. This course is designed to take the confusion out of retirement income planning and empower you to understand your finances and design a plan based on sound principles and safe practices. This course will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. You will learn how to properly allocate your assets, accurately devise a plan for retirement income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your retirement goals and leave a legacy to your loved ones as well.
We’ll answer the following questions – and more
- How to establish retirement goals & objectives based on your risk tolerance
- Identifying the IRA Ticking Time Bomb
- How Social Security plays a major role in your income planning
- How to optimize your asset allocation to minimize risk of loss
- How to use banking strategies to become your own banker
Join us for an insightful class and gain confidence through financial education!
Reserve Your Spot
Bookings are closed for this event.