Secure Retirement & Income Planning Workshop in Jacksonville, FL

12000 Alumni Drive,Jacksonville FL 32224

04 December, 2021

Description

Join us for a Classroom Course teaching the Foundations for Sound Retirement Strategies. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. What You Will Learn: Offsetting the cost of catastrophic illness. The Tax Cuts and Jobs Act - how it may affect you and your retirement. Why taxes may be one of your biggest expenses in retirement and why now is the time to address them. How required minimum distributions may increase your tax liability. The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed. The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them. Key questions you should ask any financial advisor. Who Should Attend? Baby Boomers looking for guidance based on recent academic research. Individuals and couples between the ages of 56 and 73. Those concerned about our financial markets and future tax liabilities. Investors looking for new perspectives or ideas. Why Now? It’s a good idea to address taxes while they are at historically low rates. Global market instability and record national debt necessitates action. Recent research indicates a different approach to retirement planning could be beneficial. You only get one shot at retirement. Make it count. 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. Is this sponsored by the Social Security administration? Peter Laliberte is not affiliated with the Social Security administration or any other government agency. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. An active financial consultant as well as founder of Liberty Advisory Group, Peter Laliberte has spent his entire career--more than 25 years--in financial services. Peter has served in the public and private sector as a chief financial officer in the past, including the American Red Cross where is still an active volunteer, but he has been a self-employed entrepreneur since 1996. Peter draws on all of his professional as well as personal experiences to help his company’s clients. “I have spent the last eight years of my life focusing solely on income planning for retirees and pre-retirees. The world changed after 9/11, and again after the recession of 2008. I focus on financial security and safety for my clients, because none of us can afford to lose any money ever again,” says Peter. “I watched what happened to my parents who didn’t have a plan in place, and that’s why I am in this business—to make sure it never happens to anyone else.”