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Date/Time:
11/12/2019 at 6:00 pm - 8:00 pm

Location:
University of Utah Graduate Center - Building A
1071 E. 100 S.
St. George, UT 84770


University of Utah Graduate Center
Building A

The Five Crossroads of Retirement Planning

Course Code – CESUOU1112

Join us for a FREE educational workshop


CLASSES STARTING SOON – REGISTER TODAY!

Advance registration is required.

Register on-line now!   or 
Register by phone   –   801-693-4304

 

The Five Crossroads of Retirement Planning

How to take charge of your Retirement Journey through understanding these Five Crossroads

This course is based on the retirement principles taught in the book “The Five Crossroads” written by one of your educators, Eric L. Scott.

COURSE OUTLINE

TAX REDUCTION – Learn ways to potentially reduce taxes on …
Federal & State Income
Capital Gains/Dividends/Interest
Social Security Income 
Retirement Plans, (IRA, 401(k), 457’s, 403(b)
How Tax Burdens May Affect the Surviving Spouse 

RETIREMENT INCOME – Learn strategies to enjoy your lifestyle income by maximizing …
Social Security Income
Pension Income
Investments
Potential Income You Cannot Outlive
Replacing Income Lost for a Surviving Spouse

RISK MANAGEMENT – Help uncover the hidden risks that can derail your retirement …
Low interest rate Environment
Market Risk and Volatility of Investments
Healthcare, Medicare and Longo-Term Care
Homeowner and Auto Protection
Savings/Emergency Accounts

BUDGET & DEBT PLANNING – Understanding the importance in retirement with …
Controlled Spending
Budget Accountability

LEGACY PREPARATION – Create peace of mind for your loved ones by implementing …
Personal and Estate Documents
Final Expenses and Funeral Planning
Proper Beneficiary Designations
Exit Strategies on IRA’s, 401(k)’s, and 403(b)’s

Who Should Attend: 

  • Retirees and those about to retire
  • Those 55 and over

CLASSES STARTING SOON – REGISTER TODAY!

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