CHANGING THE WORLD OF RETIREMENT PLANNING™

ATTEND THE CHANGING WORLD OF RETIREMENT™ WEBCAST

CLASSROOM INSTRUCTION FOR ADULTS – AGES 50-70

THE RULES FOR A RETIRING GENERATION OF BABY BOOMERS HAVE CHANGED. LEARN HOW THOSE CHANGES AFFECT YOU AS YOU PREPARE TO LIVE A PROSPEROUS RETIREMENT.

YOU WILL DISCOVER HOW TO

• Determine if you have enough money for retirement

• Protect your assets in a rising tax environment

• Use the 3 basic types of retirement accounts to maximize cash flow in retirement

• Evaluate the benefits of a Roth Conversion

• Help protect your portfolio against stock market loss during retirement

• Reduce, or eliminate unwanted expenses or delays with estate planning

• Understand if your portfolio is truly “diversified”

• Avoid the three basic pitfalls of retirement distribution planning

• Maximize Social Security income