Today’s retirement landscape is vastly different from decades past.

This is an Informational Retirement Workshop with a Focus on Tax Strategies in Retirement

Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk and market risk being among the many.

This course aims to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.

Unique Strategies You Will Learn

• Retirement planning – the big picture.

• Tax planning – lowering one of our largest expenses.

• Income planning – how do I take income in retirement?

• Investment planning – how to align your investment portfolio with your retirement goals.

• Risk management – how to mitigate healthcare related expenses in retirement.

• Social Security – how to decide when to start receiving Social Security. 

Who Should Attend?

• Individuals and couples between the ages of 60-75

• Those concerned about our financial markets & wanting to prepare for the next recession.

• Investors looking for other perspectives or strategies.

• Baby Boomers looking for guidance on recent academic research.