New tax laws are taking effect, the stock market is experiencing unprecedented volatility and the cost of healthcare is rising. Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement. REGISTER TODAY TO LEARN HOW TO:
RETIREMENT PLANNING Most people have a very clear picture of what they want their retirement to look like, but they are not confident that their current plan will get them there. This section is designed to give you the tools you need to build a foundation for your retirement goals. YOU'LL LEARN ABOUT: what retirement planning is, retirement planning strategies, setting SMART goals, the retirement planning process, utilizing a financial planner, and life planning in retirement.
RETIREMENT SPENDING People are retiring earlier and living longer, which presents many positive opportunities for retirees. But, it requires more financial planning and resources to ensure that they don’t outlive their money. YOU'LL LEARN ABOUT: How to avoid running out of money, inflation and purchasing power, perception vs. reality, how much you will need to retire, and if can you retire today.
RETIREMENT BASICS Many people find that they are unable to retire when they had planned. This section will provide you with the retirement basics necessary to achieve your desired retirement lifestyle? YOU'LL LEARN ABOUT: financial and cash flow statements, cash management strategies, credit and debits, bad debt elimination, compounded earnings, and the rule of 72
TAXES & YOUR RETIREMENT Learning about taxes is not something most people want to do; however, doing so will help you pay less in taxes legally and result in more dollars available to you in retirement. YOU'LL LEARN ABOUT: tax terms, this year’s tax brackets, current year new taxes, and tax strategies
RETIREMENT INCOME SOURCES People in retirement need to be aware of the various streams of income that can be used. This section is designed to teach you about the variety of accounts types that can assist in building your future income. YOU'LL LEARN ABOUT: personal retirement sources, employer-sponsored retirement accounts, and Social Security.
WITHDRAW PLANNING How, when and in which order you withdraw funds from your accounts will affect your financial situation for the rest of your life and many of the decisions you make cannot be reversed. YOU'LL LEARN ABOUT: taking money out of retirement plans, retirement plan distribution choices, tax considerations, early retirement considerations, and required distributions.
IS THIS COURSE FOR YOU?
This course has valuable information for everyone. We discuss the many ways to save for retirement and the advantages of each. You will learn how to potentially save money on taxes, help manage investment risk and protect your assets from potential long-term health care expenses. Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals. Register below! $69.00 + bring a guest at no extra cost Course Dates: May 2, 2024 6:30 PM - 9:30 PM May 9, 2024 6:30 PM - 9:30 PM Location: 10850 Texan Rider Dr. Fort Worth, TX. 76036 in Room 121
Price:
$69.00