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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances of running out of money as you distribute your assets in retirement.

TOPICS TO BE COVERED

RETIRING TODAY: The old retirement vs. TODAY’S retirement, How to create a clear vision for retirement that could lead to less stress and more happiness

TAX RATE RISK, RETIREMENT INCOME PLANNING, MAXIMIZING SOCIAL SECURITY, RETIREMENT DISTRIBUTION PITFALLS, WHY LOSSES DURING RETIREMENT MATTER &  HOW THE NEW SECURE ACT COULD IMPACT YOUR RETIREMENT.

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 any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.