THE CHANGING WORLD OF RETIREMENT PLANNING™ Workshop for Adults Ages 50 to 70
LEARN HOW TO: • Know if you have enough money to retire • Establish a plan to minimize your tax risk • Protect your portfolio against stock market loss during retirement • Use the 3 basic types of retirement accounts to maximize cash flow in retirement • Develop strategies to maximize your social security income that include insulating it from potential taxes • Avoid the three pitfalls of retirement distribution • Understand if your portfolio is truly “diversified” • Plan for incapacity due to illness or injury • Reduce, or eliminate unwanted expenses or delays with estate planning Page 15
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so” -Mark Twain
For additional workshop dates, locations, more information, or to register online please visit:
www.myretirementclass.com