7 Modules Total ( 8 hours approx. to complete) – an very in-depth look at several retirement strategies and techniques that can help create income throughout your retirement.
4 Modules Total ( 4 hours approx. to complete) – a comprehensive look at the “Income Allocation” retirement strategy where future income is planned through several retirement vehicles and techniques.
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
