Tuesday, Oct 20, 2020 at 6:30pm
During the Life Planning section, we'll discuss what Life Planning for retirement is, and we'll go through an exercise to help you with life planning for your retirement.
During the Needs and Expenses section, we'll discuss how to estimate your annual expenses during retirement, includinghow to factor in taxes, healthcare costs, and inflation.
During the Roadblocks and Mistakes section, we'll discuss common problems that can pop up and completely derail otherwise sound retirement planning.
During the Retirement Income Sources section, we'll discuss Traditional IRAs, Roth IRAs, Roth conversions, pensions, and social security benefits.
During the Retirement Plan Distributions section, we'll discuss setting up income distributions from 401k and IRA accounts, Required Minimum Distributions, and inherited IRAs.
During the Investment Planning section, we'll discuss how to create a well-organized investment plan to generate income and protect your long-term financial security.
During Risk Management, we'll discuss Medicare, Medicare Supplement Plans, long-term care, and how to protect yourself from out of control healthcare costs in retirement.
During Estate Planning,
we'll discuss wills, trusts, probate, avoiding probate, protecting assets from potential future long-term care costs, inheritance tax, and gifting.
About the Course
Our comprehensive retirement planning course is designed for those age 50 and above.
Our course has been attended by hundreds of people over the years, primarily PA residents.
The course is a combination of real life retirement planning experiences, workbook material, and questions from attendees.
You will receive two 100+ page course workbooks. You are encouraged to take notes and ask questions throughout the course.
Contact Course Instructor Kyle Rolek at 267-427-5667 or firstname.lastname@example.org
Wednesday, Oct 28, 2020 at 5:30pm Eastern Time
Streaming online via One Day University
Thursday, Oct 29, 2020 at 7:30pm Eastern Time
Friday, Oct 30, 2020 at 8:00pm Eastern Time
JOIN FOR JUST $16 A YEAR