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This comprehensive educational course is designed to equip today’s Baby Boomer with information on how retirement today is different from previous generations. The curriculum is engaging and in a classroom setting with your peers, which means you might learn more just from questions asked by your peers.
A variety of other topics we will be covered including:
• Estate Preservation Strategies
• Risk Management
• Determining Budget Needs
• Reducing Taxes in Retirement
You may benefit from attending if you are…
• 50-70 years old, married or single
• Looking for a new perspective on financial concerns for retirement
• Wanting to develop your own personal strategy as you confront challenges of today’s rapidly changing world
• Ways to address ‘Sequence of Returns’ risk
• Ways to address ‘Longevity’ Risk— the risk of outliving your retirement income
• Learn why the 4% rule no longer applies
• Enhance Social Security benefits
• Learn about Social Security filing strategies
• Minimizing any taxation on Social Security benefits
• Strategies to reduce taxes in retirement
• Types of retirement accounts
• Should you consider a Roth, and what are the considerations?
• How IRAs and 401(k)s may affect any Social Security taxation
• Ways to help reduce estate taxes
• Considerations and the importance of wills, trusts and powers of attorney
• Medicaid spend down rules
• How a long-term care event may be catastrophic for your retirement
• Long-Term Care coverage innovations