Events

Retirement fundamentals are substantially different now. Learning and applying new truths and techniques will prepare you for what’s ahead so you can retire successfully.

You will learn:

• The seven major threats to your retirement.
• How to arrange your accounts to maximize your retirement cash flow and how to create more reliable income.
• How and when to use a Roth conversion.
• Social Security strategies to help maximize your income (it’s more than just timing).
• How to help protect your retirement from market losses.
• The importance of proper estate planning and how to lessen the burden on your family.

Tuesday, July 14 & 21
6-8pm

Thursday, July 16 & 23
6-8pm