FINANCIAL EDUCATIONAL WORKSHOP

Workshop Offerings With Financial Insights for Today’s Retirees

RETHINK RETIREMENT

7 Modules Total (3 - 4 hours approx. to complete)

A very in-depth look at retirement strategies and techniques that can help create income throughout your retirement.

LEARN MORE

Register for Rethink Retirement, our online retirement focused, educational workshops.

WHY TAKE THESE WORKSHOPS?

Find Out How To Help:

Optimize Social Security Income Benefits

Enjoy Retirement Income You Cannot Outlive

Reduce Taxes in Retirement

Lower Financial Risks Due to Medical Concerns

Preserve Your Estate for Beneficiaries

A example video from one of our workshops

WORKSHOP DESCRIPTION

Rethink Retirement | Income Allocation Workshops

Knowledge is key to making informed decisions. You want to be sure that you are equipped with the right tools to make informed decisions in the ever-changing world of retirement. This workshop is designed specifically for those who are either getting ready to retire, or have already transitioned into the early stages of retirement. We will review common pitfalls of retirees and learn more about building a strong retirement strategy.

WHAT WILL WE COVER

To Help Make The Most Of Your Retirement

Protect against longevity risk and outliving your retirement income

Explore Your Social Security income options

Reduce taxes in retirement to keep more

Mitigate rising medical costs in retirement

Protect your legacy by avoiding mistakes

OTHER TOPICS COVERED

WHY JOIN US?

This comprehensive educational course is designed to equip today’s Baby Boomer with information on how retirement today is different from previous generations. A variety of other topics we will be covered including: Estate Preservation Strategies Risk Management Determining Budget Needs Reducing Taxes in Retirement
WHO SHOULD ATTEND?

You may benefit from attending if you are… 50-70 years old, married or single Looking for a new perspective on financial concerns for retirement Wanting to develop your own personal strategy as you confront challenges of today’s rapidly changing world
RETIREMENT DISTRIBUTION PITFALLS

Ways to address ‘Sequence of Returns’ risk Ways to address ‘Longevity’ Risk— the risk of outliving your retirement income Learn why the 4% rule no longer applies
SOCIAL SECURITY INCOME BENEFITS

Enhance Social Security benefits Learn about Social Security filing strategies Minimizing any taxation on Social Security benefits
RETIREMENT STRATEGIES

Strategies to reduce taxes in retirement Types of retirement accounts Should you consider a Roth, and what are the considerations? How IRAs and 401(k)s may affect any Social Security taxation
ESTATE PRESERVATION & LONG-TERM CARE

Ways to help reduce estate taxes Considerations and the importance of wills, trusts and powers of attorney Medicaid spend down rules How a long-term care event may be catastrophic for your retirement Long-Term Care coverage innovations

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