Retiring Well Two Day Course in Louisville, KY

9300 Shelbyville Road,Louisville KY 40222

10 May, 2022

Description

This is a 2 Night Master Course Offered by Family Wealth Planning, May 10th and 17th, 6:00 - 8:00 pm. WHO SHOULD ATTEND THIS COURSE You will find this course relevant and informative whether you are looking to retire or are already retired. Regardless of your stage in the process, you will learn proven strategies that will help you preserve and build wealth while generating the income you need to sustain your desired retirement lifestyle. WHY THIS CLASS MATTERS The retirement landscape today is a lot different than that of the past. Gone are the days of receiving a pension and gold watch after spending 30 to 40 years on the job. As pension and benefits continue to fade most people are largely responsible for their own retirement income. BALANCED FINANCIAL INFORMATION This course is designed to give you an exhaustive and comprehensive view of financial education from an unbiased source. You will uncover the many pitfalls that threaten pre-retirees and retirees in today’s world while in a non-sales, educationally oriented environment. Retirement account distribution methods that are helping retirees avoid 3 major TAX pitfallsSecrets used by the wealthy on positioning retirement accounts in ways that can help protect them from a major economic crashHow your current portfolio is diversified and simple strategies to make it betterStrategies on how to test investments and products before you buy themSecrets to knowing when and why you should make adjustments to your retirement account investmentsHow to test your retirement plan every year to make sure you are on target with your investment goals and income needs How to create a sustainable income plan that can help finance the retirement you’ve dreamed ofSecurities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Family Weal Planning Partners, LLC are not affiliated.