Wise Retirement Strategies
In Person Course
Course Code – R18842B

Advance Registration is Required
Capacity is limited. Guarantee your spot by registering today. 

To Register –
Register on-line now! or
Register by phone    877-892-7088     (lines open 24/7)

WISE RETIREMENT STRATEGIES

While our parents and grandparents often had pensions and only needed 10-15 years of retirement income, our situation is quite different! Ever-increasing life and retirement spans, high inflation, market volatility, and rising taxes all present unique challenges to today’s retirees.

This comprehensive course offers solutions to these challenges and presents strategies that could help you protect your savings and make wiser, more informed decisions about your retirement and financial future. It also illustrates how the decisions you make now can impact your financial future and teaches important steps you can take today to ensure the retirement you want tomorrow.

KEY CONCEPTS COVERED – 

• Legislative and tax law changes – The latest update and how they could impact your retirement and tax planning
• Minimizing inflation, interest rate, and market risk
• Managing your IRA, 401(k), 403(b) and other retirement accounts and minimizing the affect of RMDs and taxes on them
• Roth IRAs – How they work and whether they might be right for your situation
• Social Security – How it integrates with your planning decisions
• Taxes – Strategies that could minimize your taxes and maximize the tax efficiency of your retirement account withdrawals
• Navigating Medicare and Long-Term Care and protecting yourself from costly financial risk down the road
• Estate Planning Basics – How to avoid probate, minimize estate taxes, and maximize your family legacy
• Asset Protection – Ways to protect your savings and generate higher, safer, and predictable income for your retirement years

YOU SHOULD ATTEND – 

• If you are concerned about stock market risk, taxes, inflation, or the next recession
• If you worry that your savings will not last throughout retirement
• If you are looking for objective information about Social Security, Medicare, and Long-Term Care
• If you want a better understanding of your IRA/401k options
• If you want to make wiser, more informed decisions about your retirement and financial future

Join us for this insightful class and gain confidence through financial education!