Course Code:  R19801B

Strategic Retirement Planning
In Person Class

COURSE REGISTRATION –
Register Online Now or
Register and Pay by Calling – 713-980-8119
Lines open M-F / 9:00 a.m. to 5:00 p.m.

Tuition is $40 and a spouse or guest may attend at no charge.
OR – If you would like to attend all 3 classes as shown on the invitation for just $69 –Click HERE

STRATEGIC RETIREMENT PLANNING

Strategic planning is essential to creating the lifestyle you want in retirement. This course is designed for anyone who is planning for retirement or has recently retired. You will learn how to determine the amount of income you’ll need during your retirement years and strategies that will help you properly allocate your assets, reduce risk, reduce or eliminate taxes on your income, and plan for a financially secure retirement.

You will leave with a better understanding of your finances and the knowledge to create a retirement plan that will last throughout your retirement.

We will discuss these important topics and more: 

• AI – How Artificial Intelligence (AI) will impact your investments in the future
• Avoiding Pitfalls – Understanding and avoiding common retirement planning pitfalls and mistakes
• Income Planning – Developing a lifetime of guaranteed income you can never outlive
• Tax Reduction – Developing a tax-free retirement income
• Risk Management – Minimizing the costly impact of inflation, interest rate and stock market risk, taxes, healthcare costs, and longevity
• Retirement Accounts – Managing your IRA, 401(k), 403(b), or other qualified accounts, and minimizing the affect of Requirement Minimum Distributions (RMDs) and taxes on them
• Asset Protection – Safeguarding your stock market investments from devastating corrections
• Early Retirement – Determining whether early retirement is a viable option for you