Retirement Master Class Seminar- Searcy

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive the financial tools to help you better understand risk, taxes, and estate planning. 

What You Will Learn: 

Effect of Taxes on your Retirement: 

• How your sources of retirement income are taxed. 
• How required minimum distributions may increase your tax liability. 
• The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them. 
• Why taxes may be one of your biggest expenses in retirement and why now is the time to construct a tax-efficient income plan. 
• Top concerns for Baby Boomers heading into retirement and how new legislation may affect you.  
• What questions should you ask any financial advisor.  

Who Should Attend? 

• Baby Boomers looking for guidance and do not have a clear written retirement income plan.  
• Individuals and couples between the ages of 56 and 73. 
• Those concerned about our financial markets and future tax liabilities. 
• Investors looking for new perspectives, ideas, and a more holistic approach.  
• Anyone who has questions about what you will come up against in retirement and is looking for the answers.  

Why Now? 

You only get one shot at retirement. Make it count.  

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 a 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. 
• Is this sponsored by the Social Security administration? 
  • Dale Colclasure is not affiliated with the Social Security administration or any other government agency. 
  • Advisory services are offered through RetirePath Wealth, LLC, a Registered Investment Advisor in the State of Arkansas. Insurance products and services are offered through InsureWealth, Inc., AR Ins. License #1945733, and Mark A. Smalling & Associates, LLC, AR Ins. License #129999, Affiliated Companies.It's worth noting that even if you opt-out of receiving promotional emails, you may still receive transactional emails related to events that you have registered for or created. These emails are necessary for the functioning of the Eventbrite platform and cannot be opted-out of.