Financial Educational Workshops

Workshop Offerings With Financial Insights for Today’s Retirees – Choose One To Get Started!

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.

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INCOME ALLOCATION

4 Modules Total (1.5 - 2 hours approx. to complete)

A comprehensive look at the “Income Allocation” retirement strategy where future income is planned through specific retirement vehicles and techniques.

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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

IS INFLATION MESSING UP YOUR RETIREMENT PLANS?

Then Watch This Short Video.

NOT COMFORTABLE LEARNING ONLINE? NO PROBLEM. SCHEDULE COMPLIMENTARY CONSULTATION.

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