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Date/Time:
10/24/2020 at 9:30 am - 2:30 pm

Location:
Broward College - Tigertail Campus - Large Conference Room
580 Gulfstream Way
Dania Beach, FL 33004


Broward College
Tigertail Lakes Campus
Large Conference Room

SOCIAL SECURITY and PLANNING YOUR RETIREMENT
In Person Event
COURSE CODE: HBGBCT1024

Sessions 1 & 2 

 

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  754-238-5011  (lines open 24/7)

 

SOCIAL SECURITY and PLANNING YOUR RETIREMENT
In Person Event

A Complimentary Classroom Course Teaching the Foundations for a Sound Retirement

This comprehensive retirement course is being offered at Broward College / Tigertail Lake Campus, 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 Maximization 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 and 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 Tax Laws have created new opportunities 
  • Global market instability and volatility necessitate action
  • Recent research indicates a different approach to retirement planning could be beneficial

You Only Get One Shot At Retirement.  Make It Count!

Reserve Your Spot

Sorry, this course is fully booked. To add your name to a waiting list, please call the telephone number shown on your invitation mailer. If there is a course code for this class on the invitation mailer, please have that information handy when you call.




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