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 $49, (there is a $10 discount if you register by July 2 ) which includes, comprehensive workbook/study materials; 10 Steps to a Successful Retirement & 15 Questions to ask about your Social Security Benefits.
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www.RetireByDesign.com | 478-329-0339
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