Tuesday, January 28th 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 – CESUOU0128
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
Bookings are closed for this event.