Strategic Retirement Planning
In Person Workshop
Course Code: SR19079A

This Workshop is offered FREE of Charge
But – Space is Limited and 
Advance Registration is Required

To Register –
Register on-line now! or 
Register by phone     866-828-2295    (lines open 24/7)

STRATEGIC RETIREMENT PLANNING

This comprehensive retirement course is being offered free of charge as a community service to those in the early stages of retirement and for those about to retire. 

This course address 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, cash flow, investments, asset protection and estate planning.

What You Will Learn:

• Tax Reduction Strategies
• Estate Planning: understanding wills, trusts, probate, and tax-efficient distribution to heirs
• Why so many retirees are in danger of outliving their money, and steps you can take to 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 plan of your own
• The truth about annuities and what to be aware of
• The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them
• Key question to ask any financial advisor

And much more!

Who Should Attend:

• Individuals and couples between the ages of 50 and 70
• Those wanting to reduce taxes
• Families concerned about Estate Planning
• 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?

• Newly proposed tax laws would reduce retirement tax flows significantly
• Rising inflation poses greater risks to purchasing power in retirement
• 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!