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.