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EFFECTIVE FINANCIAL STRATEGIES WITH TRUTH AND TRANSPARENCY.
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Benefit programs that help employers, employees & individuals WIN!
PRINCIPAL PROTECTION PROGRAMS
LEGACY & LONG TERM CARE PLANNING
OPPORTUNITIES FOR TAX PROFESSIONALS
THE CHANGING WORLD OF RETIREMENT PLANNING
Free Campus Class & Course Workbooks – Ages 50 to 70
LEARN HOW TO:
- Evaluate the impact of the latest tax law changes on your retirement
- Know if you have enough money to retire
- Develop strategies to maximize your Social Security income
- Avoid the three pitfalls of retirement distribution
- Understand if your portfolio is truly “diversified” Evaluate if a Roth Conversion is right for you
- Plan for incapacity due to illness or injury
Course Overview
- RETIRING IN THE 21ST CENTURY
- TAX RATE RISK
- RETIREMENT DISTRIBUTION PLANNING
- ESTATE PLANNING
- MAXIMIZING SOCIAL SECURITY
- RETIREMENT DISTRIBUTION PITFALLS
- MITIGATING MARKET LOSS
- LONG-TERM CARE PLANNING
WHO SHOULD ATTEND THIS COURSE
You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.
WHY THIS CLASS MATTERS
Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century. You’ll learn about the effects of Social Security taxation as well as the common distribution pitfalls in retirement.
Perhaps most importantly, this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world.
BALANCED FINANCIAL INFORMATION
There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from`a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.