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Date/Time:
04/20/2021 at 6:30 pm - 8:30 pm

Location:
One Realtor Center
2772 SSE Loop 323
Tyler, TX 75701


Women, Wealth and Retirement
In Person Class
Course Code: WACRC0420

 


IMPORTANT COVID-19 SAFETY NOTE: 

For your continued safety, seating will be limited to allow for social distancing.


This Course is offered FREE of Charge
But, Seating is limited and Advanced Registration is Required
Register Early – Space is Limited 


To Register –

Register on-line now! or
Register by phone     903-231-7742     (lines open 24/7)

Women, Wealth and Retirement

In Person Class

If you’re a woman in your 50’s, 60’s, or 70’s, the financial decisions you make now will have the greatest impact on your retirement!

Learn how to plan now for a secure financial future. We will address –

  • Social Security
  • Taxes
  • IRAs/401(k)s
  • Healthcare
  • Long-Term Care
  • RMDs

Whether you are single, married, divorced or widowed, the important topics discussed in this workshop will help ALL WOMEN secure their financial future and retirement: 

  • The 3 most critical retirement mistakes and how to avoid them
  • How to maximize your Social Security benefits
  • The pros and cons of annuities
  • Proven strategies to make your money work harder for you
  • Ways to protect yourself and your family against future healthcare costs 
  • Communicating with family about money
  • Providing yourself with the security of a guaranteed lifetime income

We are pleased to offer this educational course, exclusively for women, to help you better understand your finances and teach you how to create a retirement and financial plan based on sound principles and safe practices.

You will learn how to properly allocate your assets, devise a plan for income that will last throughout your retirement, protect that plan from health issues, and take advantage of strategies that will help you achieve your retirement goals and maintain your lifestyle.

Most importantly, you’ll walk away knowing the actions you need to take now to secure your financial future.

You Will Learn: 

  • How to determine the amount of money you need to retire 
  • How to minimize taxes in retirement
  • How to create a retirement income plan that is right for you 
  • How to navigate long-term care and protect yourself from unexpected healthcare costs
  • How to maximize your Social Security benefits
  • How you may still be entitled to Social Security spousal benefits
  • How your Social Security income can work together with your IRA/401(k) and other income sources to provide the most secure retirement possible
  • How to create guaranteed income for life

Taught by a Woman, For Women

We are pleased to offer this first-time workshop dedicated to educating women about their money and retirement. In straightforward language, this class will teach you about your assets, present time-tested retirement strategies, and allow you to ask questions in a safe, comfortable environment.

Our goal is to help you achieve ALL of your retirement dreams

Reserve Your Spot





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