Protect Your Retirement From Market Volatility
Protect Your Retirement From Market Volatility
2.5 Hour Hands-on Retirement Planning 101 Class in the Westlake Area.
2.5 Hour Hands-on Retirement Planning 101 Class in the Westlake Area.
How to Retire with Confidence!
Join us for a Complimentary Retirement Planning Course to learn how to plan your retirement income, lower your tax burden, protect yourself against market volatility, and retire with confidence.
About the Class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a complimentary, no-obligation, in-depth retirement plan.
TOPICS in RETIREMENT PLANNING 101
I. Filling the Gaps In Retirement
Gaps = “Income Problems”
Long-term Care Planning
What Happens After You're Gone?
Complexities of Retirement Taxes
How new Tax Laws may Affect You
How to Leave Savings to Your Family Without Big Taxes
II. Income Planning
Inflation
Handling Market Ups and Downs
Losses Hurt You More Than Gains Help You
Conflicts of Interest
Fee-Based Fiduciaries
Saving vs. Spending in Retirement
Ways to Earn More without High Risk
Accumulation Phase
Distribution Phase
Retirement Income Myths
III. Case Studies
Your instructor will take you through a series of 5 case studies.
Attend a Class
There is no cost to attend the course, but you must register.
The goal of this class is to give you the tools you need to put together a written retirement financial plan that can help to guide you through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan. Reserve your Seat below
Classes are from 6:00 PM-8:00 PM
Class will be held at
Cuyahoga Community College • Westshore Campus • Westshore Liberal Arts & Technology • Room 302
31001 Clemens Rd, Westlake, OH 44145
Attend a Class
There is no cost to attend the course, but you must register.
TThe goal of this class is to give you the tools you need to put together a written retirement financial plan that can help to guide you through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan. Reserve your Seat below
Classes are from 6:00 PM-8:00 PM
Class will be held at
Cuyahoga Community College • Westshore Campus • Westshore Liberal Arts & Technology • Room 302
31001 Clemens Rd, Westlake, OH 44145
How to Retire with Confidence!
Join us for a Complimentary Retirement Planning Course to learn how to plan your retirement income, lower your tax burden, protect yourself against market volatility, and retire with confidence.
About the Class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a complimentary, no-obligation, in-depth retirement plan.
TOPICS in
RETIREMENT PLANNING 101
I. Filling the Gaps In Retirement
Gaps = “Income Problems”
Long-term Care Planning
What Happens After You're Gone?
Complexities of Retirement Taxes
How new Tax Laws may Affect You
How to Leave Savings to Your Family Without Big Taxes
II. Income Planning
Inflation
Handling Market Ups and Downs
Losses Hurt You More Than Gains Help You
Conflicts of Interest
Fee-Based Fiduciaries
Saving vs. Spending in Retirement
Ways to Earn More without High Risk
Accumulation Phase
Distribution Phase
Retirement Income Myths
III. Case Studies
Your instructor will take you through a series of 5 case studies.
Main CA Office:
30101 Agoura Court, Suite 205,
Agoura Hills, CA 91301