Our direction in life should not be determined by financial circumstances. Instead, we should learn how to plan our finances in order to support the direction we decide to pursue in our lives. Join us for a two-day financial planning course designed to help you make informed decisions for retirement. With topics ranging from building a nest egg to converting your IRA to a Roth IRA, we’ll give you the tools and confidence you need to plan the retirement you’ve always dreamed of. The course comes complete with a -workbook and the book How to retire and remain relevant.
Before diving into the financial side of retirement, you should have a clear idea of your lifestyle goals and aspirations. Do you plan on travelling? Perhaps volunteering or pursuing a hobby? Whatever your heart desires, our course will help you lay out a map so that everything else will fall into place.
Address the crucial decisions you must make about your retirement plans when you retire, such as choosing a proper distribution plan. Learn strategies to minimize taxes on your retirement income and avoid tax penalties of up to 50%.
How much money will you need to retire? Whether you think you are ready to retire today, or in ten years, this course will examine your readiness based on your annual income and give you an estimate of how much you can afford to spend during retirement based on your life plan.
Become more familiar with stocks, bonds, cash accounts, individually managed accounts, exchange traded funds and tax-deferred annuities. Learn strategies to help you position yourself for better returns on your investments with lower possible risks.
Learn how to avoid the ten biggest retirement planning mistakes to help secure a worry-free retirement. You will also learn several strategies for saving money on this year’s taxes.
Review strategies designed to protect you from potential financial loss before or during retirement. Learn what questions you should ask when purchasing insurance coverage. Investigate several aspects of long-term health care and compare different types of life insurance so you can make informed decisions.
There are several ways to save for retirement; learn the advantages and disadvantages of each. Find out the benefits of converting your IRA to a Roth IRA, and whether you should make the conversion over one or multiple years based on your tax bracket. Take a look at your employer-sponsored retirement plans and Social Security benefits so you’re prepared for future decisions you must make.
Plan for today and for your future. Learn about the changing nature of today’s tax laws and the strategies used to minimize or eliminate income. Become familiar with estate and gift taxes, expenses, delays and legal challenges following your death.