Saturday, September 28th at 10:00 am - 1:00 pm Location:
Camden County College – Blackwood Campus, Halpern Hall, Room 115
200 College Drive
Blackwood, NJ 08012
Halpern Hall – Room 115
RETIREMENT INCOME & TAX PLANNING
This is a 2 Day Course – Saturday Morning Series – 9/28 & 10/5
Course Code – CRGCC0928
CLASSES STARTING SOON – REGISTER TODAY!
Advance registration is required.
The $49 fee covers your class materials as well as a donation of $25. Spouses may attend at no cost.
Register on-line now!
OR
Register by phone: 856-282-1493
Please bring your $25 donation check to class, made payable to the charity of your choice:
Susan G. Komen for the Cure or
Alex’s Lemonade Stand Foundation or
Leukemia & Lymphoma Society
RETIREMENT INCOME & TAX PLANNING
Are you ready to RIDE down the road to retirement?
A Classroom Course teaching Simple Steps you can take TODAY to plan for the RETIREMENT INCOME you want TOMORROW!
Financial confidence through education:
- The importance of creating income in retirement
- The most common retirement planning mistakes
- Managing stock market risk
- Understanding the four financial phases of retirement
- Maximizing your Social Security benefits
- Minimizing taxes in retirement
- Taking charge of your own retirement plan
COURSE DESCRIPTION – This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement, income, and taxes. Your instructors will cover the essentials of a sound retirement income plan and break down key concepts in easy-to-understand terms.
You will leave with a much better understanding of retirement, taxes, and income planning, and have the tools, insights, and strategies that you need to make informed decisions and confidently build a retirement plan that will meet YOUR specific needs and goals.
KEY CONCEPTS COVERED ~
- Maximizing your Social Security beneifits
- Minimizing taxes in retirement
- The relationship between growth, protection, and liquidity in your portfolio
- Determining your personal risk tolerance
- Creating a retirement income stream using your current assets
- When to take distributions from your IRA, 401(k), 403(b) and other retirement plans to minimize taxes on those funds
- Planning for the “unexpected” – Long-term Care, healthcare costs and inflation
- Developing a budget for your pensions in retirement
- Understanding the four financial phases of retirement
- Make your money last as long as you do!
PLUS …. Classes now updated to include:
- Understanding the new tax laws
- 2019 Social Security and Medicare changes
- RIDE – Retirement Income Design & Education
You Should Attend –
- If you are an individual or couple 50 years or older
- If you are retired or planning for retirement
- If you are concerned about stock market risk, taxes, inflation, or the next recession
- If you want to make the best decision about your Social Security benefits
- If you want a better understanding of your IRA/401(k), 403(b)
CLASSES STARTING SOON – REGISTER TODAY!
Reserve Your Spot
Bookings are closed for this event.