“Planning and Coordinating Your Retirement Course”
Anderson Center
Spring 2024 - Dates/Times (TBD)
*Specific details for your course will be emailed per Registration Instructions below.
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* If these dates/times don’t work for you, additional courses are held throughout the year and you can sign-up to receive future updates once available by clicking the “Additional Courses” link above.
Brion T. Walters, CFP®, ChFC®, CLU®
CERTIFIED FINANCIAL PLANNER™ Professional
You Will Learn:
Protecting your Retirement Plan in this Post-Pandemic/Inflationary Period.
How to think about and better understand “Retirement.”
Why so many retirees are in danger of outliving their money and steps you can take to avoid it.
The truth about annuities and what to be aware of.
The two questions every pre-retiree or retiree wants to know and how to answer each.
The sources of retirement income - including updates on Social Security - and how to build a solid retirement income plan of your own.
Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance.
The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.
Getting your estate in order: understanding wills, trusts, probate and tax-efficient distribution to your heirs.
Putting everything together so coordinated.
Professionals available to help and key questions to ask.
Who Should Attend:
Individuals and couples between the ages of 50 and 70.
Those concerned about our financial markets & wanting to prepare for the next recession.
Investors looking for other perspectives or ideas.
Baby Boomers, getting ready to or already retired, looking for guidance based on recent academic research.
Why Now?
Recent changes in the Tax Laws.
Instability and continued volatility in the various markets necessities action.
Recent research indicates being more aware of the various approaches to retirement planning and how to coordinate could be beneficial.
Understanding how to think about retirement can help lead you to a brighter future you can design and control.
You only get one shot at retirement. Make it count.