Retirement Income Planning
In Person Class
Course Code: R19414A

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     866-828-2295      (lines open 24/7)

RETIREMENT INCOME PLANNING

This course is 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 retirement, and present strategies that will help you properly allocate your assets and reduce – or even eliminate taxes on your income. You’ll leave with 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 estimate the 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 determine the best order to draw from various accounts

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