University of Retirement Planning: Working Lunch Included

If you are near or in retirement this workshop will provide you with tools to implement in your retirement planning. Whether your question is related to Social Security, taxes before or after retirement, investments, Medicare or estate planning, we will provide content helpful for you. It will be time well spent.  Nothing will be sold at this educational course

DISCUSSION HIGHLIGHTS:

Holistic Planning vs. Traditional
Discover the value and importance of holistic planning and how it can significantly help you obtain more income in retirement than can be done with outdated traditional planning.
 

Social Security Optimization
Social Security claiming strategies can make a huge difference. Taxation on Social Security benefits is often an unwelcome surprise. Learn strategies to maximize benefits and minimize or eliminate taxes
on Social Security.

Taxes in Retirement
Taxes have a corrosive effect on your assets. Tax-Deferred accounts like 401k's and IRA's (taxed later) are at risk of higher taxes in the future. Learn the importance of a Roth Rollout strategy. 

Retirement Income Planning

The importance of multiple streams of income and the pros and cons of setting up a personal pension with guaranteed income.

Distribution Planning
Discover important forward looking tax strategies that can protect your tax-deferred retirement accounts.
 

Market Volatility
Sequence of returns risk can cause you to run out of money prematurely. Updated strategies and the use of volatility buffers can provide protection.

Estate Planning
Family relationships are often strained or damaged as a result of dealing with an unprepared and disorganized estate. Learn of a simplified way to plan for incapacity and probate avoidance.
 

Health Care & Longevity Risk
Medicaid and asset spend-down rules as well as recent innovations in long-term care planning.

Investment Planning
Stocks, bonds, mutual funds, ETFs, SMAs, annuities, real estate, DSTs, commodities, structured notes, and asset allocation.