Date/Time:
Tuesday, November 10th at 6:15 pm - 7:45 pm

Location:
Community Learning Center
5262 South Staples Street
Corpus Christi, TX 78411

Strategic Financial Services
Community Learning Center – 3rd Floor

Retirement Income Planning
In Person Class
Course Code: REVDMC1110

These classes are normally taught at Del Mar College. Due to school closure, the location has been changed.

Learn how the current state of the economy could affect your retirement!

IMPORTANT COVID-19 SAFETY NOTE: 
For everyone’s health and safety, social distancing protocols will be followed and seating will be limited in compliance with CDC, state, and local guidelines.

COURSE REGISTRATION –
These courses are offered FREE of Charge
Advance Registration is Required

Register online now or
REGISTER by phone   361-266-3716   (lines open 24/7)

RETIREMENT INCOME PLANNING 

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.

This course offers real-world strategies for those who are preparing for or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. We will take the confusion out of retirement income planning, empowering you to understand your finances, and design a plan based on sound principles and safe practices.

We will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. You will learn how to properly allocate your assets, accurately devise a plan for retirement income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your retirement goals and leave a legacy to your loved ones as well.

We’ll Cover the Following Topics – And More: 

• How to establish retirement goals and objectives based on your risk tolerance 
• Identifying the IRA Ticking Time Bomb
• How Social Security plays a major role in your income planning
• How to optimize your asset allocation to minimize risk of loss
• How to use banking strategies to become your own banker
• How to use current IRS tax codes to create a tax-free retirement
• How to generate predictable and reliable income for life

PLUS… Learn how the current state of the economy could affect your retirement!

During these classes, we will also address the current economic environment and how it could affect your Social Security, Required Minimum Distributions, tax planning, and retirement planning. We will provide answers to common financial concerns and offer strategies that could help you protect your savings and retirement.