Date/Time:
Saturday, September 28th at 9:30 am - 1:30 pm

Location:
Wake Forest University – Benson Buildig, Room 409
1834 Wake Forest Road
Winston-Salem, NC 27107

Wake Forest University
Benson Building – Room 409

RETIREMENT PLANNING IN TODAY’S ECONOMY
Course Code: RWWWF0928

 

Advance Registration is Required with a $24.00 materials fee. Spouse/Guest may attend at no cost. A second workbook may be purchased for $24.00

Space is limited so register early!

Register on-line now! or
Register by phone – 336-361-2052 or
Complete registration form on mailer and send with your registration fee to – 

Asset Preservation Solutions
1495 Rymco Drive  Suite 206
Winston-Salem, NC  27103

 

RETIREMENT PLANNING IN TODAY’S ECONOMY

Objective and Informative Guidance To Help You On the Path to Your Financial Goals

Course Outline –
Life Planning – Define your ideal retirement
Income Planning – Determine how much money you will need
Investment Planning – Invest for your future
Tax Planning – Reduce taxes on your retirement income
Healthcare Planning – Prepare for the unexpected
Leaving a Legacy – Protect your estate and provide for your heirs

 

Who Should Attend – Both Retirees and Pre-Retirees will benefit from attending this class. Whether you’re still in the planning stages, or concerned about protecting and passing on your savings, this course will provide valuable information that will help you make the right decisions for your own situation.

Practical Information – This course focuses on financial terms and concepts that are important to retirement. It also explains strategies designed to accomplish common objectives such as:

• Inflation protection
• Tax-efficient withdrawals
• Lifestyle preservation
• Providing a legacy

We use case studies to illustrate important concepts based on different risk tolerances, so it will help you evaluate your personal circumstances and select a plan you can easily apply to your situation.

Handout Materials – This course includes a workbook to help you follow along with the presentation. Loaded with examples and illustrations, this valuable reference tool is yours to keep. These materials make it easy to retain and apply the information you learn in class.

Optional Consultation – If you have questions that are personal in nature or relate to tax and/or retirement planning strategies, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.