Upcoming Events:
One of the most important decisions you will make before you retire is when and how to start your plan. The difference between the best and worst possible decision of when to start planning is specific to each person. Learn important rules that affect the amount of retirement benefits you collect. Determine the best strategies for investing your assets in order to fund comfortable and sustainable retirement Social Security with your other assets to fund your desired quality of life.
Should You Attend? Attendees that may find this class helpful include:
• Pre-retirees or retirees who are concerned about retirement and all the ways you should be preparing
• Baby Boomers who have questions or concerns about Income Planning—or those who have yet to start their income plan and want guidance on securing their financial future.
• Individuals looking for a unique and personalized approach to retirement planning
• Those who have a timely decision to make between taking the LUMP SUM vs. PENSION option or just don’t feel they’re getting the attention they deserve
• Those who seek a personalized, tailored approach to their retirement planning—one that reflects their unique goals and financial situation, rather than a one-size-fits-all solution.
Income Planning
• How and when to begin Social Security Benefits
• How to manage Sequence of Returns risk
• Understanding the Role of Employer-Sponsored Plans
• Planning for Inflation
• Determining How Long Your Money Will Last
• Becoming Clear on Your Lifestyle Costs
• How to Manage Your 401(k) Money
• Three Strategies to Generate Retirement
Income From Your Nest Egg
• SECURE Act – New changes that will impact
your retirement accounts
Tax Planning
• Income Taxes Insights
• Tax Treatment of Investment Strategies
• Impact of Tax Law Changes
• Tax Tables Comparison
• Building Tax-Efficient Withdrawal Strategies
• Roth IRA Conversions
• Tax Advantaged Investments For Retirees
Investment Education
• Emotions and the Market
• Understand Types of Risks in Retirement
• Learn How to Better Manage Investment Risk
• How Much Cash Should Remain in the Bank
• Deconstructing Mutual Fund
• ETFs: Ownership Pros and Cons
• Annuities: The Good, The Bad, and The Ugly
• Traditional & Roth IRAs and Taxes
• Types of Life Insurance to Avoid
Estate Planning
• Reasons to Update Your Estate Plan
• Taxes and Your Estate Plan
• Will or Trust: Which is Better For You?
• Probate Process and Cost
• Legacy Planning
• Charitable Giving Strategies
• How to Transfer Assets Efficiently
• Estate Tax Reduction Techniques
Healthcare Planning
• Overview of Health Insurance in Retirement
• Medicare Essentials and Cost
• Insurance Coverage Comparisons
• Options For Paying Long-Term Care Cost
• Long-Term Care Insurance and other options
• Life Insurance where it fits
• Pitfalls of Long-Term Care Insurance
AND MORE.
Upcoming Events:
Prefer to fast-track to a one-on-one consultation?
Schedule a meeting with one of our agents today!
