Retirement Class held in Meridian, ID

3690 East Monarch Sky Lane,Meridian ID 83646

29 April, 2021

Description

How to retire in a "post" Pandemic World and protect your assets. Join us for this free Complementary Dinner Seminar that will cover many topics regarding retirement. This course is designed to help you assess your current financial position, then create a personalized road map that helps you achieve your retirement goals. Seating is Limited. Social Distancing will be adhered to strictly. Reserve your seat today. Retiring or being retired during a Global Pandemic adds an extra layer of uncertainty to an already difficult equation. This class will help you determine how to pivot and cover strategies to protect your hard earned retirement income. Each Seminar is approximately 1 hour and you can select from the following: Thursday, April 29 that starting at 6:30 or Tuesday, May 4 starting at 6:30 Your reservation will be confirmed by phone. TOPICS WE WILL DISCUSS: How to maximize your Social Security in retirementShould you wait to begin receiving benefits?Strategies to lower Social Security taxationWE WILL ALSO BE COVERING THESE IMPORTANT RETIREMENT PLANNING TOPICS: Evaluate the impact of the 2020 tax law changes on your retirementDetermine if you have enough money for retirementUse the 3 basic types of retirement accounts to maximize cash flow in retirementEvaluate the benefits of a Roth ConversionMaximize Social Security incomeInsulate your future income from rising taxesFREQUENTLY ASKED QUESTIONS: Is there a cost to attend? No, there is no cost to attend. Do I need to bring anything? No, you will be provided with pen and paper to take notes as well as a workbook that is yours to keep. Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.