Rethink Retirement Workshops


Financial Insights for Today’s Retirees

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RETHINK RETIREMENT WORKSHOPS

FINANCIAL EDUCATIONAL WORKSHOPS FOR ADULTS: AGES 50-70

WHY TAKE THESE WORKSHOPS?

FIND OUT HOW TO HELP:


Optimize Social Security Income Benefits
Enjoy Retirement Income You Cannot Outlive
Reduce Taxes in Retirement
Lower Financial Risks Due to Medical Concerns
Preserve Your Estate for Beneficiaries

A example video from one of our workshops

WHAT WILL WE COVER

TO HELP YOU MAKE THE MOST OF YOUR RETIREMENT


Protect against longevity risk and outliving your retirement income
Explore Your Social Security income options
Reduce taxes in retirement to keep more
Mitigate rising medical costs in retirement
Protect your legacy by avoiding mistakes

COURSE DESCRIPTION

Knowledge is key to making informed decisions. You want to be sure that you are equipped with the right tools to make informed decisions in the ever-changing world of retirement. This course is designed specifically for those who are either getting ready to retire, or have already transitioned into the early stages of retirement. We will review common pitfalls of retirees and learn more about building a strong retirement strategy.

OTHER TOPICS COVERED:

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

Let’s Get Started! Register Now For These Workshops!