About The Event
Retirement Planning Today: An Educational Course for Adults – Ages 50 to 65
Dates & Times
Thursday, December 5
6:00 p.m. to 9:00 p.m.
Thursday, December 12
6:00 p.m. to 9:00 p.m.
Location
The Bull and Bear Room
at First Franklin Financial Services
2100 Fleischmann Road
Tallahassee, FL 32308
Course Preview
Section 1 – Life Planning for Retirement
Section 2 – Retirement Needs & Expenses
Section 3 – Retirement Roadblocks & Mistakes
Section 4 – Retirement Income Sources
Section 5 – Retirement Plan Distributions
Section 6 – Investments
Section 7 – Risk Management and Asset Protection
Section 8 – Estate Planning
What You'll Learn
- Determine the amount of money you need to retire
- Create your own goals for a “successful retirement”
- Eliminate debt and improve cash flow
- Properly convert your IRA to a Roth IRA
- Select the retirement plan distribution choice that is right for you
- Plan your retirement income to preserve a comfortable standard of living
- Transfer the risk of potential financial losses before or during retirement
- Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
Who Should Attend
Retirement Planning Today contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.