LOCATION: Wesleyan College, Lakeside Chapel Fellowship Hall 4760 Forsyth Road, Macon, GA 31210 DATES/TIMES: PART ONE: TUESDAY AUGUST 21ST or THURSDAY, AUGUST 23RD AT 6:30 -- 9:00 PM PART TWO: TUESDAY AUGUST 28TH or THURSDAY, AUGUST 30TH AT 6:30 -- 9:00 PM

For baby boomers, there’s been a shift in retirement income planning as compared to previous generations. This is a personal comprehensive finance course for those in the early stages of retirement, or those that are nearing retirement.

 

A sampling of important topics that will be discussed are:

• Social Security maximization and claiming strategies for you and your survivor.

• Pension payout options (single life, joint life or lump sum).

• Working with an insurance agent VS broker VS investment advisor, and how to pick your advisor.

• Roth Conversions – Pros & Cons • Passive (buy and hold) and Tactical/Active investment strategies.

• How to find out what you are paying for the financial advice you may be getting.

• Powerful Estate Planning strategies to know. • AND MUCH MORE!

 

Tuition is $39, (there is a $10 discount if you register by August 14th ) which includes, comprehensive workbook/study materials; 10 Steps to a Successful Retirement & 15 Questions to ask about your Social Security Benefits.

 

 

REGISTER NOW TO ATTEND THE UPCOMING WORKSHOP! REGISTER NOW!
SEATING IS LIMITED. RSVP NOW TO 478-329-0339 OR CLICK THE BUTTON BELOW TO SEND US AN EMAIL.

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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.