Educational Retirement Workshop in Chesapeake, VA

298 Cedar Road,Chesapeake VA 23322

30 November, 2021

Description

Seats will fill up fast! RSVP today! WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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. 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.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 with 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. 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. Kenny Porter is the President, CEO & Chief Macro-Strategist of Kenneth Porter & Company, Ltd, a comprehensive wealth advisory firm based in Virginia Beach, Virginia. He and his support team are dedicated to coaching and empowering both individuals and business owners. More than 20 years of financial training, business management experience and ownership of two multi-million-dollar businesses have molded and shaped Kenny’s experience. His uncanny ability to communicate and teach positive money philosophies has firmly positioned him as an authoritative voice in helping individuals and entrepreneurs discover and maximize their wealth potential. Kenny has facilitated hundreds of public and private informational seminars for institutions such as the Christian Broadcast Network (CBN), STIHL Inc., Virginia Beach police and fire departments, and numerous small-to-midsize businesses up and down the East Coast. In 1996, Kenny began his career as a financial advisor with a privately held financial planning firm. He was instrumental in growing his financial company to approximately $190 million in assets under management and advising hundreds of life insurance clients until selling his interest in the firm in late 2009. During this time, Kenny took on one of the greatest challenges of his career and pursued his interest in the e-commerce and fulfillment industry. As the CEO, he grew that business from $1.5 million in sales to more than $5.5 million in less than three years. After successfully managing the closure and turnover of the company in December 2011, Kenny decided to return to his first love: Helping individuals and entrepreneurs discover and maximize their own wealth potential. Kenny is a licensed insurance agent in Alabama, Arizona, California, District of Columbia, Florida, Kentucky, Maryland, Minnesota, Nevada, North Carolina, Pennsylvania, Tennessee, Texas, and Virginia. Kenny proudly served in the United States Marine Corps for 10 years — semper fidelis! Kenny and his wife, Kathleen, serve their community through participating as leadership at their local church. Kenny and Kathleen have been married for 25+ years and live in Virginia Beach, Virginia. They have five children and five grandchildren. In his spare time, Kenny enjoys basketball, drone flying, boating and traveling with his family.