Whether you’ve already retired or are approaching your retirement date, ensure that your money serves your retirement goals properly. In this two-night class, learn proven financial techniques for living a successful retirement lifestyle, including tax reduction strategies, Social Security election, creating asset-based long-term care plans, legal documents and estate plans. You’ll also discuss impacts the current economic situation has on retirement planning and investments.
If there were ways to protect your money with an effective tax strategy, wouldn’t you want to know? Failure to properly plan for taxes could be one of the biggest retirement mistakes you can make. Multiple relief packages, our national debt and deficit spending are challenges that could be reflected on your future tax bills. Learn strategies in this class that could potentially reduce your tax burden in retirement.
If you are retired or nearing retirement, there is much that you need to know and understand to create the retirement plan of your dreams. Financial Survival for Retirement® helps you understand the fundamental principles of financial planning in retirement. Taught by Jim Brogan, MBA, and Eric Belew, AWMA®, you’ll learn how to better manage and control your investments, increase your monthly income, avoid unnecessary estate taxes, and get information on basic tax reduction strategies.
