06/22/2019 at 9:30 am - 1:30 pm Location:
5800 W. Friendly Avenue
Greensboro, NC 27410
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Duke Memorial Hall, Leak Room
Course Code – RWWGC0622
Advance Registration is Required with a $24.00 materials fee. Spouse/Guest may attend at no cost. A second workbook may be purchased for $24.00
Space is limited so register early
Register on-line now! or
Register by phone ~ Call 336-396-7453 or
Complete registration form on mailer and mail to the address below
Please mail your Registration Material Fee to the address below or bring your check to class.
Checks to be made payable to – Asset Preservation Solutions, Inc.
Asset Preservation Solutions
1000 Corporate Drive, Suite 313
Hilsborough, NC 27278
RETIREMENT PLANNING IN TODAY’S ECONOMY
Objective and Informative Guidance To Help You On the Path to Your Financial Goals
Course Outline –
Life Planning ~ Define your ideal retirement
Income Planning ~ Determine how much money you will need
Investment Planning ~ Invest for your future
Tax Planning ~ Reduce taxes on your retirement income
Healthcare Planning ~ Prepare for the unexpected
Leaving a Legacy ~ Protect your estate and provide for your heirs
Who Should Attend – Both Retirees and Pre-Retirees will benefit from attending this class. Whether you’re still in the planning stages, or concerned about protecting and passing on your savings, this course will provide valuable information that will help you make the right decisions for your own situation.
Practical Information – This course focuses on financial terms and concepts that are important to retirement. It also explains strategies designed to accomplish common objective such as:
- Inflation protection
- Tax-efficient withdrawals
- Lifestyle preservation
- Providing a legacy
We use case studies to illustrate important concepts based on different risk tolerances, so it will help you evaluate your personal circumstances and select a plan you can easily apply to your situation.
Handout Materials – This course includes a workbook to help you follow along with the presentation. Loaded with examples and illustrations, this valuable reference tool is yours to keep. These materials make it easy to retain and apply the information you learn in class.
Optional Consultation – If you have questions that are personal in nature or relate to tax and/or retirement planning strategies, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.
Reserve Your Spot
Bookings are closed for this event.