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A Comprehensive Financial Education Course

Better understand what you need to know about

retirement & how to start planning yours now.

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©Copyright 2016. All rights reserved. Unauthorized use or duplication of content is prohibited. Please be advised that investing involves risk and that no particular investment strategy can guarantee against a loss. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available through this paper should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.

www.retirebydesign.com | 478-329-0339

Retirement Answers 101 is a comprehensive financial education course intended to provide pre-retirees and retirees with a better understanding of the many financial planning pitfalls that need to be considered as they face retirement. Whether the goal is to maintain the lifestyle they have become accustomed to during their retirement years or prepare for the next step.

 

A recent survey shows, that almost half (46%) of investors in this country are worried they will outlive their savings in retirement. In fact, according to a 2014 Wells Fargo/Gallup survey of 1,011 investors who have $10,000 or more in savings and investments, 36% of retired investors and 50% of those who aren't yet retired are concerned that they will run out of money during retirement and that their main source of retirement income will come from Social Security.

 

The objective of this course is to provide valuable information to help you confidently create a retirement plan and help you make more informed retirement decisions ( whether you are a DIY investor or work with a financial professional ).

 

If you are looking for a better understanding of which planning tools and investment vehicles are fully available to you at this stage of your financial life, or if you would like a better understanding of the products and strategies that are available to the variety of investors, agents, brokers, and advisors, and how blending strategies may work to your advantage, this course may be for you. If you would like to better understand what investment options and opportunities you have with your retirement accounts ( IRA, 401(k), 403(b), and TSP ) during your life and the lives of your loved ones, this course will be time well spent.

 

What This Course Will Cover

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Valuable Information for You and Your Family

Simply stated, what you will learn from taking the Retirement Answers 101 Course is comprehensive information that will help give you the knowledge and tools you need for gaining financial success in the years to come that you need to be a smart, informed investor and retiree. The information covered is general in nature and not intended to give specific investment advice to attendees. The materials covered in this course will be addressing some of the greatest retirement fears including Social Security election strategies, generating income, changing investments as you near or enter retirement, the suitability standard versus fiduciary responsibility of your advisor, passive/strategic investing vs. active/tactical investing, generational transfers, and many other topics.

Your Wealth

& 21st Century

Investing

Retirement

Income

Sources

Estate

Planning

for Your

 Future

All About

Health Care

in Retirement

Your

Retirement

Lifestyle

 

Late Stage

College Funding

& Planning

Social Security

Maximization

Strategies

Wealth

Transfer

Strategies

Retirement

Account

Rules

www.retirebydesign.com | 478-329-0339

Click on the video below to watch a short video on the basics of the Retirement Answers101 course.

Watch the Introduction Video Here

©Copyright 2016. All rights reserved. Unauthorized use or duplication of content is prohibited. Please be advised that investing involves risk and that no particular investment strategy can guarantee against a loss. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available through this paper should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.

Frequently Asked Questions

What will be taught during the six hour class?

We believe the information presented and the material you receive by participating in this financial course will help you make more informed retirement decisions whether you are a DIY investor or work with a financial professional. After attending both 3 hour classes and reading the course book provided you should understand:

1. The basics of Medicare eligibility

2. Social Security election strategies

3. The difference in the three phases of your financial life

4. The different types of annuities and where they may or may not be appropriate for you

5. Things to consider if you are working with an insurance agent, broker, investment advisor, or some combination of all three

6. Passive, strategic, active, and tactical investment strategies

7. Required minimum distributions

8. How to properly title your investment and savings accounts

 

What materials will I receive for my tuition? What is expected of participants?

Your Course Reading Materials

You will receive a 100 page manual that will be covered during the course and the following handouts that will be provided to you as a participant:

1. When to Begin Taking Social Security

2. Savvy Social Security Reference Guide

3. Social Security and Qualifying for Medicare Guide

4. Annuities 101 “An Introduction to Better Understanding Annuities”

5. The Baby Boomer's Guide to IRA Planning 2016

6. Six Rules to Choosing a Financial Advisor

 

Course Participation

If you are looking for a better understanding of which planning tools and investment vehicles are fully available to you at this stage of your financial life, or if you would like a better understanding of the products and strategies that are available to the variety of investors, agents, brokers, and advisors, and how blending strategies may work to your advantage, this course may be for you. If you would like to better understand what investment options and opportunities you have with your retirement accounts ( IRA, 401(k), 403(b), and TSP ) during your life and the lives of your loved ones, this course will be time well spent..

 

The best way to benefit from this course is to commit to the six hours of classroom time and to take the necessary time to read the recommended materials provided to you. We also encourage classroom participation during discussions as you feel comfortable.

 

 

www.retirebydesign.com | 478-329-0339

WATSON HEALTH SCIENCES BUILDING Central Georgia Technical College 80 Cohen Walker Drive Warner Robins, GA 31088 MONDAYS APRIL 23RD & 3OTH AT 6:30 -- 9:00 PM SATURDAYS APRIL 21ST & 28TH AT 9:30 -- 12:00 PM SEATING IS LIMITED. RSVP NOW TO 800-234-1792 RSVP CODE: 147436

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www.RetireByDesign.com | 478-329-0339

©Copyright 2016. All rights reserved, Unauthorized use or duplication of content is prohibited. Please be advised that investing involves risk and that no particular investment strategy can guarantee against a loss. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available through this paper should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.

 

Securities offered through Registered Representatives of D.H. Hill Securities, LLLP to residents of Georgia.  D.H. Hill Securities, LLLP is a registered broker-dealer and Member FINRA/ SIPC. RetireByDesign (Capital Planning) is not a subsidiary of or affiliated with D.H. Hill Securities, LLLP.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.