Upcoming Classes

Taxes in Retirement

Attend this seminar and learn about:

• The proposed Biden Administration tax changes and how these could alter your retirement plan.
• Understand the official new tax reform rules and their impact on your retirement
• Ways to potentially protect yourself against volatile market conditions
• The changing rules for a retiring generation of baby boomers
• How lost deductions may affect your taxes in retirement
• Common misconceptions about taxes in retirement
• Possible tools and strategies available to retirees to help develop a retirement tax strategy
• A basic overview of the tax rules as they apply today
• Strategies to help protect yourself against the taxation of your Social Security income
• How rising taxes may affect your retirement cash flow

Baby Boomer Basics 

This educational class is focused on empowering retirees and pre-retirees to make smart decisions in life after work by helping them gain a better understanding of the retirement landscape in today’s current environment.

At your Baby Boomer Basics course, you’ll discover:  
• How the national debt crisis could affect taxes in retirement 
• How taxes affect your retirement 
• The history of Social Security & when to claim benefits 
• How health care costs and estate costs add risk to your retirement  
• General investing concepts like average returns, actual returns, diversification and sequence of returns 
• How to create income in retirement 

AFG Town Hall

Steve, Mel, and Deanna have decided to start a weekly online session that will allow us to pass along current information, speak briefly on important topics, and most importantly connect with our clients more often.

The idea is to have a fixed, biweekly Zoom session at 4:30 p.m. where we can briefly cover a variety of topics and open for questions you might have. We are planning on 20 minutes each week.

By signing up, you’ll be added to the notification list. This will ensure you receive a reminder email with the access information each week. You are not committing yourself to attending any particular session. If you have questions, please let us know!

AFG Live Webinars

Here at AFG, we strongly believe that education is the foundation upon which successful retirement plans are built. Any plan you don’t fully understand is not only hard to implement, but even harder to stick with. Since the current social distancing environment has limited our ability to provide face-to-face educational programs in a traditional classroom setting, we have been hosting complimentary educational sessions online about the various elements that can impact your retirement.