Rethink Retirement Workshops

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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!

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