Everyone wants to retire with confidence. In this class we will provide you with valuable information to help you make sound financial retirement decisions.
Topics:
- Learn how your individual needs change during retirement.
- Learn how to evaluate your own current retirement situation.
- Lean and understand the distribution rules for retirement assets.
- How to know when it is the right time to retire.
- Learn ways to maximize your income in your retirement.
ADDITIONAL TOPICS WE WILL DISCUSS:
- What are some strategies to improve retirement savings?
- How do I balance growth, risk and liquidity of my investments?
- Learn the best ways to protect the wealth you have built for retirement.
- Gain a basic understanding of Social Security and Social Security benefits.
- Gain a basic understanding of the importance of taxes in retirement.
- Learn how the Secure Act can impact your retirement decisions.
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.
Will any investments or investment products be discussed?
No, there will not be any discussion of any specific or branded investments.
