Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?
Join us at Midlands Technical College - Beltline Campus for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment) on Tuesday, May 7 and on Thursday, May 9, from 6:00 - 8:00 pm. Note: This is a 2-part event and you are encouraged to attend both Tuesday and Thursday evening. If you are unable to attend both nights, please indicate which night you WILL be attending. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including your estate), and how to position yourself for better returns with the current market situation. You'll also learn about different investment types for retirement and how to potentially choose the best healthcare coverge.
Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits.
Sit back relax and enjoy the education. Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.
The concepts discussed in this course are most suitable for those with investable assets of $75k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.
If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.