Retirement Income Planning
In Person Class
Course Code: rbmmp924

This Course is offered FREE of Charge
Advance Registration is Required
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone     877-892-7088     (lines open 24/7)

RETIREMENT INCOME PLANNING

Essentials for Planning a Financially Secure Retirement

Understanding, planning, and managing your income is more vital than ever when you enter retirement. You will be managing your entire nest egg, not collecting paychecks anymore, and will have less time to recover from potential mistakes.

Designed for anyone who is preparing for retirement or has recently retired, this class will help you determine the amount of income you’ll need during retirmeent, and present strategies that will help you properly allocate your assets and reduce – or even eliminate – taxes on your income.

You will leave with a better understanding of your finances and the knowledge to create an income plan that will last throughout your retirement.

We’ll discuss these important topics and more: 

• How to determine the amount of income you’ll need during retirement
• How inflation, taxes, healthcare costs, and longevity can impact your planning
• How to manage risk and allocate your assets 
• How Social Security plays a major role in your income planning
• How working can affect your retirement planning
• How to reduce or eliminate taxes on your income
• How to generate predictable and reliable income for life
• How to manage income streams from Social Security, pensions, and other investments
• How to determine the best order to draw from various accounts

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