Retirement U Dinner & Workshop in North Las Vegas, NV

7300 North Aliante Parkway,North Las Vegas NV 89084

23 August, 2021

Description

Join us for an educational dinner at MRKT Sea & Land! WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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 only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Wells Capital Group are not affiliated companies. Founder and Managing Partner of Wells Capital Group, Tanner Wells is a graduate of Brigham Young University, where he earned a bachelor’s degree in Business Administration with an emphasis in Finance. He prides himself in being a financial advisor for his clients. Tanner formed Wells Capital Group on the standard that people don’t care how much you know, until they know how much you care about them and their personal situation. He serves clients through comprehensive financial planning, investment and insurance strategies and unparalleled personal service to help clients pursue their retirement goals. He holds his life and health insurance licenses in the state of Nevada and California. He is an Investment Adviser Representative (IAR) who has passed the series 7 and 66 Securities exams. Tanner resides in Las Vegas with his lovely wife Camilla and their three children, Wyatt, Sawyer, and Remy. His wife’s family has called Las Vegas home since 1955. When he is not in the office you can find Tanner on a sports field volunteering with his kids’ little league games. He enjoys golfing, being outdoors, dirt bike riding, and spending time with family and friends. He is passionate about volunteering with local charities and is an active member of his church and community.