Retirement Master Class in Georgetown, TX

Retirement Master Class in Georgetown, TX

Seats are limited, reserve your today!

By Nathan Fort

Date and time

Tuesday, June 4 · 6 - 8pm CDT

Location

Southwestern University Lecture Hall- Ollen Building

1001 East University Avenue Georgetown, TX 78626

About this event

  • 2 hours

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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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 insulate themselves from the risks of 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.

IMPORTANT TOPICS FOR RETIREMENT TODAY

TAX RATE RISK

  • Why experts say tax rates could double
  • How rising taxes may affect your retirement cash flow
  • The “Catch 22” of 401k’s and IRA’s
  • How lost deductions may affect your taxes in retirement

RETIREMENT INCOME PLANNING

  • The three basic retirement accounts
  • How to accumulate dollars in the right types of accounts for future retirement income
  • What’s better for you: tax-deferred or tax-free accounts?
  • How to define a “true” tax-free investment
  • When should you convert to a Roth?
  • How IRA’s and 401k’s cause Social Security taxation
  • Strategies to reduce or eliminate taxes in retirement

MAXIMIZING SOCIAL SECURITY

  • The causes of Social Security taxation
  • The Social Security thresholds you need to be aware of
  • The real cost of Social Security taxation
  • Strategies to eliminate Social Security taxation
  • Social Security maximization strategies

RETIREMENT DISTRIBUTION PITFALLS

  • How the new rules on “Rate of Withdrawal” affect People Nearing Retirement
  • How to ensure you won’t run out of money in retirement
  • How to liquidate retirement assets in the right order
  • How to eliminate “sequence of returns” risk

WHY LOSSES DURING RETIREMENT MATTER

  • Is “buy and hold” appropriate in retirement?
  • How to safeguard against two types of investment risk
  • How to shield your assets from stock market volatility
  • Why “asset allocation” alone may not be enough
  • How to truly diversify your retirement portfolio

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.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

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Organized by

Nathan Fort

Nathan Fort, CASL®, RICP®, founder and President of Vital Retirement Planners, is a nationally recognized expert on retirement planning. He has spoken at many financial conferences in the United States and regularly visits with U.S. Congressional representatives to provide insight on the effects of current and proposed legislation on the lives of Texas retirees. Nathan also serves on the advisory board of one of the country’s largest independent financial organizations, and offers his time to train and mentor other advisors in Texas and around the country. As an independent advisor, Nathan is rigorously committed to representing only the major insurance and financial companies that meet his uncompromisingly high standards. Nathan has been recognized and awarded for his commitment to honesty, transparency and excellence in dealing with his clients.

He holds the Chartered Advisor for Senior Living® (CASL®) designation, which truly is a mark of excellence. Other designations provide a strong foundation for a broad range of financial planning concepts, but only the CASL® designation delivers the rigor and specialized knowledge a planner needs to be truly effective in retirement planning.

As a Retirement Income Certified Professional® (RICP®), Nathan is also adept in the new and evolving retirement income planning field. For over fifteen years, he has guided Texans in securing their retirement goals using his specialized training to offer his clients practical, comprehensive, and current retirement planning strategies.Outside the office, Nathan and his wife Lindsay are dedicated to raising their 6 children and are very active serving their church and community. They enjoy traveling, scuba diving and entertaining their family and friends at their home in the Texas hill country. Nathan is also an avid soccer player.