Date/Time:
Wednesday, August 26th at 6:30 pm - 9:00 pm

Location:
Retirement Planning Essentials – Online Class
224 Ed English Drive Suite A
Shenandoah, TX 77385

RETIREMENT PLANNING ESSENTIALS
ONLINE WEBINAR COURSE
Course Code: RMNH0826

This is an Online Class
Normally taught at Lone Star College

 

Tuition:
We are waiving our normal course tuition of  $49 per student and offering this course as a complimentary community service. 

This class is being offered FREE of Charge, but Advance Registration is Required.

Register on-line now or
Register by Phone     281-666-9063    (lines open 24/7)

RETIREMENT PLANNING ESSENTIALS 

A Timely, Insightful Adult Education Course for Today’s Retirees and Pre-Retiree’s 

This comprehensive course covers the essentials of retirement planning along with ways to protect and grow your money in times of both crisis and stability. You will leave with the tools, insights, and strategies to help you make informed decisions and confidently build a retirement plan that meets your specific needs and goals. 

Plus, we will also discuss the current state of the economy, the $2.3 trillion CARES Act, and the recent SECURE Act, and how they could affect your retirement income planning, tax planning, Required Minimum Distributions, and more. We will provide answers to your financial concerns and offer strategies that could help you protect your savings and retirement. 

KEY CONCEPTS COVERED:

• Learn essential actions you can take now to protect your retirement savings and income
• Strategies to create a secure, steady, and reliable income stream 
• How the 2.2 trillion CARES Act could impact your retirement 
• Why, when, and how to properly convert your IRA to a Roth IRA 
• Why your IRA/401(k) is a potential tax disaster – and what you can do to minimize taxes now and in the future 
• Why the recent SECURE Act could put your retirement accounts at risk and how to minimize that risk
• How to maximize your Social Security benefits and minimize Medicare confiscation 
• How to reduce or eliminate taxes and maximize tax efficiency of withdrawals from your retirement accounts 
• Factors to consider before taking a lump sum from your pension 
• How to determine your personal risk tolerance and ‘stress test’ your retirement plan against various risks 
• How to best evaluate and plan for healthcare and long-term care 
• Creating an effective estate plan using wills, trusts, and tax reduction strategies 

YOU SHOULD ATTEND:

• If you are concerned about the current economy, stock market risk, taxes, inflation, or the next recession 
• If you were planning on retiring soon, but now you’re unsure if you still can 
• If you want to develop a solid retirement plan or wonder if your current plan has room for improvement
• If you own mutual funds, a TSP, 401k, 403b, 457, or an IRA
• If you have a fear of running out of money in retirement 
• If you want to make informed decisions about your financial future and retirement

COURSE MATERIALS: 

You will receive a workbook and class materials which follow the course presentation. Written in easy-to-understand terms, they include examples which illustrate the concepts discussed in class. All materials are yours to keep as a reference after the course is complete. 

COMPLIMENTARY CONSULTATION:

If you have personal questions or would like more specifics about the principles taught in the class, you will have an opportunity to arrange a complimentary private consultation with your instructor (by phone, online, or in person) after the class is completed. This consultation is complimentary for class participants, but is in no way mandatory.