Date/Time:
Saturday, February 29th at 9:30 am - 2:30 pm

Location:
Broward College FIU Miramar Room 425
1930 SW 145th Avenue
Miramar, FL 33027

Broward College
FIU Miramar
Room 425

SOCIAL SECURITY and PLANNING YOUR RETIREMENT
COURSE CODE: HBGBCM0229

 

THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.
Register Early – Space is Limited

 

To Register –
Register on-line now! or
Register by phone at  954-280-1474  (lines open 24/7)

 

SOCIAL SECURITY and PLANNING YOUR RETIREMENT

A Complimentary Classroom Course Teaching the Foundations for a Sound Retirement

This comprehensive retirement course is being offered at Broward College / FIU Miramar as a community service for those in the early stages of retirement and for those about to retire. This course addresses difficult retirement topics such as Retirement Income and Retirement Tax Planning, Social Security Maximazation Strategies, Long Term Care, Legacy Planning and the pitfalls to avoid throughout the retirement years. You will receive financial tools to help you better understand risk, taxes, budgeting, and estate planning.

What You Will Learn:

• The truth about annuities and what to be aware of
• Why so many retirees are in danger of outliving their money, and steps you can take to help avoid it
• Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance
• The sources of retirement income – including updates on Social Security – and how to build a solid retirement income plan of your own
• The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them
• Key questions you should ask any financial advisor
• Affordable Wills and Trusts
• Long-Term care plans you can afford
• Getting your estate in order:  understanding wills, trusts, probate and tax-efficient distribution to your heirs
• And much more!

Who Should Attend? 

• Individuals and couples between the ages of 50 and 70 
• Those concerned about our financial markets & wanting to prepare for the next recession
• Investors looking for other perspectives or ideas
• Baby Boomers looking for guidance based on recent academic research 

Why Now? 

• Recent changes in the Tax Laws have created new opportunities 
• Global market instability and volatility necessitate action 
• Recent research indicates a different approach to retirement planning that could be beneficial 
• You only get one shot at retirement. Make it count.