CHANGING THE WORLD OF RETIREMENT PLANNING™
ATTEND THE CHANGING WORLD OF RETIREMENT™ SEMINAR
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
DAVIDSON COLLEGE - HURT HUB | 210 Delburg Street, Davidson, NC 28306
Changing World of Retirement Planning™
UPCOMING DATES TO ATTEND
Thursdays, Oct. 3rd & 10th - @ 6:30PM - 9:30PM
Tuesdays, Oct. 8th & 15th - @ 6:30PM - 9:30PM
Saturday, Oct. 12th - @ 9:30AM - 2:30PM
ONLINE Registration:
https://EnrollToday.Education/51579
CALL or TEXT OUR OFFICE AT: (704) 765-3653 OR REGISTER BELOW
FAQ
WHO SHOULD ATTEND THIS COURSE
You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.
WHY THIS CLASS MATTERS
Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century. You’ll discover how to insulate yourself from the risk of rising taxes, protect your Social Security from taxation, and avoid common pitfalls as you distribute your assets in retirement. Perhaps most importantly, this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world.
BALANCED FINANCIAL INFORMATION
There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.
REGISTER BELOW TO WATCH THE
POWER OF ZERO™ LIVE WEBCAST RECORDING
HOSTED BY AWS AND PRESENTED BY DAVID MCKNIGHT, BESTSELLING AUTHOR
The rules for RETIREMENT INCOME PLANNING have changed. Learn how those changes affect you as you prepare to live a TAX-ADVANTAGED retirement.
TAX-ADVANTAGED RETIREMENT PLANNING | FULL 60 MIN RECORDING AVAILABLE!
LEARN TO BUILD A TAX-FREE RETIREMENT
rEGISTER BELOW FOR INSTANT ACCESS
*WE WILL NEVER SELL OR SPAM YOUR EMAIL*
YOU WILL DISCOVER HOW TO
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
Why IRA and 401(k) investing may present a “Catch 22”
Help protect your portfolio against stock market losses during retirement
Tax-Free investment strategies that help protect your from rising tax rates
Maximize Social Security income
FAQ
WHO SHOULD WATCH THIS WEBINAR
You will find this content relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.
WHY THIS online event MATTERS
Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This webinar brings to light some creative planning that can help you protect your hard earned savings from Uncle Sam throughout retirement when you need it most. You’ll discover how to insulate yourself from the risk of rising taxes, protect your Social Security from taxation, and avoid common pitfalls as you distribute your assets in retirement.