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Date/Time:
01/23/2020 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 – CESUOU0123

Join us for a FREE educational workshop


CLASSES STARTING SOON – REGISTER TODAY!

Advance registration is required.

Register on-line now!   or 
Register by phone   –   435-800-8695

 

The Five Crossroads of Retirement Planning

An Academic Course Teaching The Foundations for a Sound Retirement 

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

Take charge of your Retirement Journey by understanding these Five Crossroads

 

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 Long 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
  • Individuals and couples between the ages of 54 and 73
  • Those concerned about our financial markets and wanting to prepare for the next recession
  • Those looking for guidance based on recent academic research

You only get one shot at your retirement.  Make it count.

Reserve Your Spot





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