Retirement Planning

Planning for retirement is one of the most important steps to securing your financial future.

This one-day workshop will equip you with essential strategies for building, preserving, and optimizing your retirement income.

Topics Covered

    • Timeline planning: Retire today, in 5 years, or 10 years?

    • Avoid common retirement mistakes.

    • Basics of stocks, bonds, mutual funds, and ETFs.

    • Avoid high-cost products and hidden fees.

    • Evaluate annuities and other investment products.

    • Assess the need for life, disability, or long-term care insurance.

    • Explore self-insurance options and recommended coverage.

    • Understand current tax laws and their impact on retirement.

    • Maximize 401(k)s, Roth IRAs, and charitable giving strategies.

    • Boost tax-free income for retirement.

    • Learn strategies to maximize your Social Security benefits.

    • Tailored approaches for singles, couples, and widows/widowers.

Why Attend?

Join our workshop to discover practical strategies tailored to your financial goals, including creating a steady retirement income, reducing taxes, and protecting your wealth.

Secure Your Future Today

In just one day, you can gain the tools and knowledge to plan for the retirement you deserve confidently.