Retirement Income Planning
In Person Class
Course Code: R19441A

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

Retirement income planning is essential to 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 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 manage income streams from Social Security, pensions, and investments
• How to determine the best order to draw from various accounts

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