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01/28/2020 at 6:30 pm - 8:30 pm

Happy Hollow Elementary School
1200 N. Salisbury Street
West Lafayette, IN 47906

Happy Hollow Elementary School
Room 153

Retirement Income Planning
Course Code: RPKHH0128

This course is offered FREE of charge.
Advance Registration is required. Space is limited so
register early!

Register on-line now! or
Register by phone Call 765-997-1266   (lines open 24/7)


Planning for a Financially Secure Retirement

Retirement income planning is essential in understanding how much income you’ll need during your retirement years to create the lifestyle you want. This course will show you how to position your assets, reduce risk and taxes, and plan for a financially secure retirement.

This course is designed for anyone who is preparing for retirement or has recently retired. You will learn how to determine how much income you’ll need during your retirement years and strategies that will help you to properly allocate your assets and reduce or eliminate taxes on your income.

Upon completion of this course, you will have a better understanding of your finances and the knowledge to create an income plan that will last throughout your retirement.

In this class you will learn:

  • How to keep the IRS from taking the lion’s share of your IRA
  • How to estimate the income you’ll need during retirement
  • How to maintain your future purchasing power even with inflation
  • How to get long term care even if you have health issues or think you don’t qualify
  • How Social Security plays a major role in your income planning
  • How working can affect your retirement planning
  • How to reduce or even eliminate taxes on your income
  • How to generate predictable and reliable income for life
  • How to manage income streams from Social Security, pensions and investments

Gain confidence through financial education!

Reserve Your Spot

Sorry, this course is fully booked. To add your name to a waiting list, please call the telephone number shown on your invitation mailer. If there is a course code for this class on the invitation mailer, please have that information handy when you call.

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