$49

Navigating the New Retirement Landscape - Tuesday Oct 1 & Tuesday Oct 8 - 6...

Event Information

Location

Location

2700 Jefferson Rd

Athens, GA 30607

View Map

Refund Policy

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

Event description

Description

Navigating the New Retirement Landscape
Tuesday, October 1 & Tuesday, October 8
6:00pm - 9:30pm

Download materials on our website:
https://vickeryfinancial.com/events/

A Financial Education Course for people approaching retirement.

Your ticket will give you access to both the Oct 1 and Oct 8 sessions. A single ticket is good for a couple or individual and covers the registration and material fee.

Materials include
  • Workshop Pre-work
  • Class Workbook
  • Planning Worksheets

This course will equip you with the information and tools you need to plan for a financially secure retirement.

Learn how to:

  • Define your retirement goals based on your vision of success
  • Calculate how much money you need for a financially secure retirement
  • Determine when you can retire or when you want to make work an optional vocation
  • Choose the best time to begin Social Security benefits based upon your own situation
  • Select the right distribution option from your employer sponsored retirement plan
  • Reduce income taxes and lower Medicare premiums by converting your IRA to a Roth IRA
  • Evaluate your options for “aging in place” and how you can plan now for the resources you may need in the future
  • Reduce the chance of outliving your money
  • Structure your estate plan to reduce or eliminate taxes, expenses, and hassle for your family
  • Manage the Three Greatest Investment Risk Factors
Share with friends

Location

2700 Jefferson Rd

Athens, GA 30607

View Map

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

Save This Event

Event Saved