Retirement Planning Today

Tuesday, Oct 20, 2020 at 6:30pm

Sheraton Bucks County
400 Oxford Valley Rd.
Langorne, PA 19047

Please call before attending any community events. It is likely that they will be postponed or canceled as a result of the coronavirus. You can find CDC coronavirus information at cdc.gov/coronavirus; AARP has additional resources at aarp.org/coronavirus.

Course Curriculum

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 kyle.rolek@rolekretirement.com

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This event listing provided for the Langhorne community events calendar. Community events are not associated with or sponsored by AARP, but may be of interest to you. If you have an event to share, let us know!

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You can find CDC’s latest coronavirus information at cdc.gov/coronavirus; AARP information and resources are at aarp.org/coronavirus. En español, visite aarp.org/elcoronavirus.

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