fbpx
Menu Close
Date/Time:
01/25/2020 at 9:30 am - 11:30 am

Location:
Thurman White Forum Bldg at University of Oklahoma - Room A-3
1704 Asp Avenue
Norman, OK 73072


Thurman White Forum Building
at University of Oklahoma
Classroom A-3

 

Retirement Income Planning  

Course Code: RRMUO0125

Comprehensive Financial Education Courses for Retirees and those Planning for Retirement

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  405-358-4179  (lines open 24/7)

 

UNDERSTANDING YOUR IRA/401k OPTIONS

Retirement income planning is essential to creating the lifestyle you want in retirement. This course will show you

  • How to determine how much income you’ll need during your retirement years
  • How to properly allocate your assets
  • How to reduce risk 
  • How to reduce or eliminate taxes on your income

You will leave with a better understanding of your finances and the knowledge to create a strategic, lasting retirement plan.

What You Will Learn – 

  • How to estimate the income you’ll need in retirement 
  • How inflation, taxes, healthcare costs, and longevity can impact your planning  
  • How to manage risk and allocate your assets
  • How to reduce or eliminate taxes on your income 
  • How to manage all of your income streams
  • How to generate predictable and reliable income for life 

You should attend this course if: 

  • You are age 50 and up
  • You wonder if your current plan has room for improvement
  • You are concerned about the risk and volatility of financial markets
  • You need to develop a firm income plan for retirement
  • You are worried about rising tax rates, inflation and healthcare costs
  • You want to make better-informed decisions about your retirement

FINANCIAL CONFIDENCE THROUGH EDUCATION 

Reserve Your Spot





Don't miss these UPCOMING EVENTS at Thurman White Forum Bldg at University of Oklahoma – Room A-3