Educational Retirement Workshop in Round Rock, TX

216 E Main St,Round Rock TX 78664

21 July, 2021

Description

*** Safety measures and Socially Distanced Seating will be in place regarding recommended COVID-19 precautions*** WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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. Investment Advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor Nathan Fort, CASL®, RICP®, founder and President of Vital Retirement Planners, is a nationally recognized expert on retirement planning. He has spoken at many financial conferences in the United States and regularly visits with U.S. Congressional representatives to provide insight on the effects of current and proposed legislation on the lives of Texas retirees. Nathan also serves on the advisory board of one of the country’s largest independent financial organizations, and offers his time to train and mentor other advisors in Texas and around the country. As an independent advisor, Nathan is rigorously committed to representing only the major insurance and financial companies that meet his uncompromisingly high standards. Nathan has been recognized and awarded for his commitment to honesty, transparency and excellence in dealing with his clients. He holds the Chartered Advisor for Senior Living® (CASL®) designation, which truly is a mark of excellence. Other designations provide a strong foundation for a broad range of financial planning concepts, but only the CASL® designation delivers the rigor and specialized knowledge a planner needs to be truly effective in retirement planning. As a Retirement Income Certified Professional® (RICP®), Nathan is also adept in the new and evolving retirement income planning field. For over fifteen years, he has guided Texans in securing their retirement goals using his specialized training to offer his clients practical, comprehensive, and current retirement planning strategies.Outside the office, Nathan and his wife Lindsay are dedicated to raising their 6 children and are very active serving their church and community. They enjoy traveling, scuba diving and entertaining their family and friends at their home in the Texas hill country. Nathan is also an avid soccer player.