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
