This course is designed to teach you how to organize your assets to prepare for retirement, particularly in times of inflation and market volatility. It will help you determine if you are on track to retire at your desired age or earlier.

WHO SHOULD ATTEND?

• Those needing to organize their assets to prepare for retirement
• Individuals and couples nearing retirement, or looking to retire within the next ten years
• Those who want to see if they are on track to retire at their desired age, or earlier
• Recent retirees looking for new perspectives or ideas

WHAT WE WILL COVER:

• Reasons Retirees Commonly Run Out of Money
• Rising Health Care Costs in Retirement
• When to Consider Taking Social Security
• When to Do a Roth Conversion
• Asset Preservation in Retirement
• Tax Reduction and Legacy Planning
• How to Develop an Income Plan and Account for Inflation
• Sequence of Returns Risk

Wednesday, February 19, 2025 6:15 p.m.