Financial Planning Basics for a Great Future Workshop in Granbury, TX

222 North Travis Street,Granbury TX 76048

13 July, 2021

Description

Join us for an educational workshop teaching the Financial Planning Basics. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement. BALANCED FINANCIAL INFORMATION This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. This event is purely educational – no specific products or services will be offered. TOPICS TO BE COVERED INCLUDE • How to avoid the #1 fear for retirees: Running Out of Money. • The latest Social Security changes and how to maximize the benefit your tax dollars paid for. • What is the SECURE Act of 2020 and how could it effect your retirement? • The impact of fees, taxes and penalties on your retirement income and what you can do about it. • The 6 questions every successful retirement plan needs to answer. • How to turn retirement accounts into paychecks for life. • How to limit or avoid huge market losses without sacrificing competitive return rates. AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS: • How to potentially reduce taxation on your Social Security after you start receiving your benefits. • How you can potentially fill the gap between Social Security and your desired Retirement Income. • How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan. • How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse. • Learn strategies that teach you how to structure RMD's Tax Efficiently. Are you in the high risk health group? Can't make this time? That's okay! We are here for you. Click the following link to schedule an appointment to learn more about this vital retirement information. Click Here to Schedule Your Appointment FREQUENTLY 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 a folder and a pen and paper to take notes. Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever. Will I be pitched or sold anything? No, there is no sales pitch, this is an educational workshop.