Retirement U Two Day Course in Kansas City, MO

2601 NE Barry Rd,Kansas City MO 64156

26 August, 2021

Description

This is a 2 Night master class offered August 26th and 31st at 6:00pm. Learn how the Economic Impact of COVID 19 can affect you. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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. “RETIREMENT REDZONE” RETIRING TODAY • The old retirement vs. TODAY’S retirement • How to create a clear vision for retirement that could lead to less stress and more happiness. IMPORTANT TOPICS FOR RETIREMENT TODAY TAX RATE RISK • Why experts say tax rates could double • How rising taxes may affect your retirement cash flow • The “Catch 22” of 401k’s and IRA’s • How lost deductions may affect your taxes in retirement RETIREMENT INCOME PLANNING • The three basic retirement accounts • How to accumulate dollars in the right types of accounts for future retirement income • What’s better for you: tax-deferred or tax-free accounts? • How to define a “true” tax-free investment • When should you convert to a Roth? • How IRA’s and 401k’s cause Social Security taxation • Strategies to reduce or eliminate taxes in retirement MAXIMIZING SOCIAL SECURITY • The causes of Social Security taxation • The Social Security thresholds you need to be aware of • The real cost of Social Security taxation • Strategies to eliminate Social Security taxation • Social Security maximization strategies RETIREMENT DISTRIBUTION PITFALLS • How the new rules on “Rate of Withdrawal” affect People Nearing Retirement • How to ensure you won’t run out of money in retirement • How to liquidate retirement assets in the right order • How to eliminate “sequence of returns” risk WHY LOSSES DURING RETIREMENT MATTER • The impact of dramatic market loss in retirement • Is “buy and hold” appropriate in retirement? • How to safeguard against two types of investment risk • How to shield your assets from stock market volatility • Why “asset allocation” alone may not be enough • How to truly diversify your retirement portfolio Investment Advisory Services offered through Diversified Wealth Advisors, LLC (DWA) an SEC Registered Investment Advisor. Insurance products offered through Successful Retirement, Inc. Brad has over 25 years of experience in the financial services industry. His firm focuses on personalized retirement income planning, Social Security strategies and investment services. Brad believes proper financial planning is a highly personal process that is essential in supporting clients throughout their lives. He received his initial training and financial experience through Prudential and PruCo Securities, where his success led him to the establishment of our firm, in 1996. Brad and Carey have three adult children: Mason, Whittaker and Lane. They have two granddaughters, Bree and Oakley. Outside of work, Brad and his family enjoy being active in all sorts of outdoor activities and exploring nature.