WHY THIS CLASS MATTERS

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to plan for rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.

• RETIRING TODAY TAX & INFLATION RISK
• RETIREMENT INCOME PLANNING
• MAXIMIZING SOCIAL SECURITY
• RETIREMENT DISTRIBUTION PITFALLS
• WHY LOSSES DURING RETIREMENT MATTER

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will I be pitched or sold anything? No. Our classes are strictly educational.