SEATING IS LIMITED SO REGISTER TODAY!
Advance registration is required.
Select a class, date and location from the calendar below, then RSVP to register.
december, 2023
Prior to Congress deciding to re-engineer retirement plans with the passage of the 1978 Tax Revenue Act, many retirees enjoyed pension plans with a monthly income paid for as long as they might live.
With a pension, no investment decisions or any other decisions had to be made once the monthly checks started flowing.
Now retirees face many more challenges when it comes to managing their retirement plan money. In large part because most of today’s retirement plans can be characterized as do-it-yourself plans.
It is now the plan participant’s responsibility to decide how to invest their plan balances in a way that manages market fluctuations, combats inflation and provides income that will last a lifetime.
COURSE DESCRIPTION
Each of the major financial risks faced in retirement, whether it’s stock market volatility, inflation, health care expense, or rising taxes, will all be reflected in the overall risk of a reduction in a person’s future standard of living. In this course attendees will learn steps for using their retirement plans, Social Security, and other assets to protect their standard of living throughout their retirement.
COURSE OBJECTIVES
The objective of this course is to identify the common risks faced in retirement and to provide attendees with simple, actionable steps that can help protect their future standard of living.
THIS COURSE WILL HELP YOU UNDERSTAND:
How to protect your retirement from market fluctuations
Use IRA rollovers to reduce market risk and continue tax deferral
The only inflation protected income that is truly guaranteed
Two ways to protect against the financial risk of living a long life
Strategies for addressing the risk of long term care expenses
The 3 part prescription for protecting your future standard of living
COURSE WORKBOOK
Registered attendees receive the interactive Retirement POWr workbook. Throughout the course, this workbook is referenced and attendees are encouraged to complete sections with the information they have learned. Upon completion of the course, this workbook becomes a simple but valuable resource that attendees can refer to as they make decisions regarding their retirement plans.
Below is the schedule for all upcoming live workshops.
Advance registration is required for all classes except Medicare Made Easy.
Select a class, date and location from the calendar below, then RSVP to register.
december, 2023