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Thrive Financially in Retirement

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Learn Proven Financial Techniques for Living A Successful Retirement Lifestyle

If you are retired or getting close to retiring, this 2-day course will teach you fundamental principles of financial planning in retirement. Learn how to better manage and control your investments; get information on basic tax reduction strategies; increase your monthly income; protect your life’s savings from investment mistakes, and avoid unnecessary estate taxes.

Learn how to plan for the threat of healthcare catastrophe; how to reduce taxes on IRA/401k distributions; and how to pass your life’s savings to your heirs with minimal probate, tax and legal costs.

This class focuses on the financial challenges and opportunities unique to today’s retirees. If you are either retired or getting close to retiring, and want straight-forward answers to your questions and
concerns, you should enroll in this class. Topics will include all of the key financial areas that can help you pursue financial peace of mind during your retirement years. Included will be a discussion of the TAX CUTS and JOBS ACT of 2017, THE SECURE ACT, and CARES ACT including how they will affect your retirement and estate planning.

Upcoming sessions available

Session at Savannah Campus:
Tuesdays, August 3rd and 10th

Session at Crossroads Campus:
August 17th and 24th – 6pm – 8pm

Cost: $29

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This class focuses on the financial challenges and opportunities unique to today’s retirees. If you are either retired or getting close to retiring, and want straight-forward answers to your questions and concerns, you should enroll in this class.

Topics will include all of the key financial areas that can help you pursue financial peace of mind during your retirement years.

Included will be a discussion of the American Taxpayer Relief Act of 2012, including how it will affect your retirement and estate planning.

  • Learn secrets that Warren Buffet and Peter Lynch have used to grow wealth with less risk
  • Discover the single largest mistake estate planning pros make
    today, that could take up to 70% or more of your IRAs and 401ks
  • 3 Common Mistakes Made with Trusts –Including why it is usually not a good idea to leave your IRA/401k to your trust

Basic Tax Reduction Strategies

  • How to increase income, but not income taxes
  • Reduce taxes on IRA/401k withdrawals
  • How to reduce taxes on Social Security benefits
  • How to reduce or eliminate capital gains taxes on the sale of highly appreciated assets
  • Are you holding the wrong investments outside your IRA/401k?
  • Basic estate tax reduction strategies

Protect Life’s Savings from the Threat
of Healthcare Catastrophe

  • Use out-of-favor assets to provide for long term care with pennies on the dollar
  • How does Medicaid planning work, and can it benefit you?
  • How to get a return of your money with traditional insurance
  • How long term care policies really work; understanding the fine print
  • How to plan for the threat of long term care without using traditional insurance

Four Essential Legal Documents

  • Common mistakes made with a will
  • Powers-of-Attorney documents
  • Living Wills
  • IRA Asset Will: The most overlooked estate planning document today
  • Do you need a trust?
  • Four Essential Legal Documents

Protecting Your Life’s Savings from Investment Mistakes

  • Understanding the three phases of your financial life
  • The importance of preservation, and where many investors make mistakes
  • The eroding power of inflation on your retirement income
  • How to participate in market gains, but NOT market losses
  • Strategies Warren Buffet and Peter Lynch have used to increase returns while
    managing risk

The Missing Estate Plan: Passing IRAs, 401ks, and Other Retirement Accounts

  • Why most retirees could disinherit their grand-children
  • Why some IRAs pay as much as 70% or more to the IRS
  • How to use your retirement account to leave a family legacy
  • The one legal document most retirees should have, but almost no one does
  • Dealing with the complicated rules for Re-quired Minimum Distributions
  • How to keep in-laws and your child’s creditors from raiding your IRA/401k
  • Understanding Roth IRAs
  • Master and know your options for 401k Rollovers

Also Covered:

• How to rethink Income/Investment Plans in Retirement
• How to address Key Risks in Retirement
• Social Security Timing Strategies and Access Options
• Effect of Social Security on TAXES in Retirement
• How Social Security income is REALLY Determined
• Costly Mistakes of Medicare Planning
• Paying for Long Term Care Without Spending All of
Your Assets
• True Cost of Long Term Care Facility, Assisted Living, Home Healthcare, Adult Daycare

Cost: $29

Payment must be received in advance. The payment must be received to confirm your seat in the course. Seats are first come, first served.

Payment Options: We accept all credit/debit cards only. Credit/debit card payments can be made online.

This class is open to everyone. If you are either retired or getting close to retiring, and want straight-forward answers to your questions and concerns, you should enroll in this class. This course will teach you fundamental principles of financial planning in retirement.

In-person workshop- Tuesdays, August 3rd and 10th| Savannah Campus

Next Session: Live, Online Workshop!

 Tuesdays, August 3rd and 10th, 2021

Part 1: Tuesday, August 3rd, 2021
Part 2: Tuesday, August 10th, 2021

Time: 6pm – 8pm
Cost: $29
Location: Savannah Campus
Address: 5717 White Bluff Rd, Savannah, GA 31407

In-person workshop- Tuesdays, August 17th and 24th, 2021 | Crossroads

Next Session: Live, Online Workshop!

 Tuesdays, August 17th and 24th, 2021

Part 1: Tuesday, August 17th, 2021
Part 2: Tuesday, August 24th, 2021

Time: 6pm – 8pm
Cost: $29
Location: Crossroads Campus
Address: 190 Crossroads Parkway, Savannah, GA 31407

Travis Chance is a Certified Financial Planner and holds the Retirement Income Certified Professional designation through the American College. He also currently holds the CLTC designation, Certified in Long Term Care and AIF designation, Accredited Investment Fiduciary. His financial planning practice has quickly become a leading resource for south Georgia, and South Carolina low country residents over age 55. Travis has expertise and extensive knowledge in the Retirement Income Planning area and speaks regularly to groups on this topic. As a Certified Financial Planner™, the designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in the CFP Boards Standards of Professional Conduct, which are rigorously enforced.

Travis has dedicated his career to retirement planning and served clients with retirement income and legacy planning issues since 2005. Chance is the author of Navigating the Storm.  His book focuses on the issues facing retirees during the distribution phase of life.  He holds his Bachelors of Business Administration degree from Georgia Southern University, and Financial Planning degree from Kaplan University.  He is President and Founder of CFG Wealth Management, LLC. serving the Statesboro/ Savannah/ Bluffton/Beaufort areas, and has registered offices in Statesboro, Savannah, and Bluffton.  Travis can be heard on Saturday mornings at 11am on his radio show, Navigating Your Retirement, on 1290 AM WTKS or 97.7FM.

I won’t be able to make the class. Can I receive a refund?

First, we’d like to offer you the option of transferring your registration to the next available session can also move your registration to the next available course.

Students will only be provided a refund if the Continuing Education Department is notified at prior to the start of the course via email. To request a refund, please email continuinged@savannahtech.edu. Refunds are issued back to the card that the purchase was made on.

Once a course has been provided or is currently in session, a refund will not be issued.

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