REJUVENATE YOUR RETIREMENT
2 DAY EDUCATIONAL COURSE - $39
This informative and fast-paced course will cover 6 topics including: Life planning in Retirement, Investments, Retirement Income Sources, Health Care Planning, and Estate Planning.
Attendees will receive a take-home workbook and real-life examples of how to rejuvenate your retirement both financially as well as physically.
Learn how to fill your days with activities you enjoy and give meaning to your retirement years.
Learn strategies for protecting and growing your retirement nest egg in today's volatile economy.
Discover techniques for reducing your tax liability and ways to increase Social Security benefits.
As part of this course you'll learn how to make a written retirement income plan that fits your lifestyle and budget.
RETIREMENT PLANNING TODAY
2 DAY EDUCATIONAL COURSE - $49
This course is intended for individuals and couples who are retiring or plan to retire in the next few years.
All of the course content will be provided to attendees through a take-home workbook. Topics that will be covered include: Life Planning for Retirement, Retirement Needs and Expenses, Retirement Roadblocks and Mistakes, Retirement Income Sources, Retirement Plan Distributions, Investments, Risk Management and Asset Protection, and Estate Planning.
This section contains exercizes to help you determine how much money you will need to retire in the future.
We'll identify the 10 biggest retirement planning mistakes and how to avoid them.
You will learn strategies to minimize taxes on your retirement income and avoid tax penalties of up to 50%.
Learn strategies and techniques to minimize or eliminate income, gift and estate taxes, expenses, delays, legal challenges and a shortage of liquid assets following a family death.