Learn Retirement Strategies and How to Start Planning Yours Today.
Course sessions are July 7th and July 14th - Register Below:
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The New Reality In Our Retirement
A Comprehensive Approach To Retirement
The McKimmon Conference And Training Center
NC State University
1101 Gorman Street
Raleigh, NC 27606
This is a 2-session course.
Course Option 1
Tuesdays, May 3 & May 10
6:30pm to 8:45pm
Course Option 2
Thursdays, May 5 & May 12
6:30pm to 8:45pm
Tuition is $49 per household
Seating is Limited and Advance Registration is Required
What You'll Learn At This Class
- Social Security Maximization Strategies
- How Much Money Will I Need To Retire?
- Are There Better Ways To Manage Taxes?
- What Are My Retirement Plan's (IRA, 401k, 403b, 457, & TSP plans) Distribution Options?
- Investment Strategies Designed To Help Minimize Risks
- Ask The Right Questions When Evaluating Financial Advisors
- How Will I Pass Assets On To My Heirs?
Important Topics That Will Be Discussed
The New Reality In Our Retirement
- How To Know If You Have Enough Money To Retire
- Options For Protecting Your Portfolio Against Stock Marketing Losses
- Preserving Your Assets From Rising Taxes
- Maximizing Your Social Security Income
- ROTH Conversions - Pros and Cons
- Avoiding The Three Pitfalls Of Retirement Distribution
- Understanding If Your Portfolio Is Truly Diversified
- Evaluating If ROTH Conversion Is Right For You
- Planning For Incapacity Due To Illness Or Injury
- How To Know If You Have Enough Money To Retire
- Options For Protecting Your Portfolio Against Stock Marketing Losses
- Preserving Your Assets From Rising Taxes
- Maximizing Your Social Security Income
- ROTH Conversions - Pros and Cons
- Avoiding The Three Pitfalls Of Retirement Distribution
- Understanding If Your Portfolio Is Truly Diversified
- Evaluating If ROTH Conversion Is Right For You
- Planning For Incapacity Due To Illness Or Injury
Learn Retirement Strategies And How To Start Planning Yours Today
Classroom Instruction
The New Reality In Our Retirement is designed to not only be informative, but also entertaining. You will be instructed by a qualified professional who will use their experience and stories to bring relevance to the material. The relaxed educational format will be made enjoyable by encouraging attendees to be interactive and ask questions throughout the course.
Objective Education
The objective of this course is to provide a comprehensive overview of the retirement universe and enable students to see the bigger picture and to not focus on just one part or strategy. This information will be taught in an educational format allowing time to examine the various approaches of retirement planning. After attending the course, you'll be better equipped to review or create your own plan.
Meet The Course Instructor
With over 43 years of experience, Rick is a nationally recognized expert, author, teacher, and trainer in the fields of Retirement Planning, Risk Management, Tax Management, and Cash Flow Management. He brings real-world experience to the class and makes seemingly complex information easy to understand.
Course Overview
Conventional Financial Wisdom
- Financial concepts and ideas we have repeatedly heard from a variety of sources, which we accept as truth
- We will examine these concepts throughout this course and consider the validity and potential damage they can cause
- Working & Retirement - the transition between them
- How to spend your free time in retirement
- Considering relocating in retirement
- Fears of lifestyle change in retirement
The Fiscal Health Of The United States
- How might government spending affect your retirement?
- Has it already had an impact?
- Are you prepared for a possible tax increase?
Improper Estate Transfer Design
- What is your estate?
- How is your estate transferred at death?
- The important of planning for incapacity
- What is estate planning, and do you really need it?
Failure To Have A Well-Designed Retirement Plan
- Hoping things just work out is not an effective strategy
- Planning should be simple and personalized
- Do you have your plan in writing?
- Identify strengths and weaknesses in your plan
Failure To Have A Well-Designed Retirement Plan
- Hoping things just work out is not an effective strategy
- Planning should be simple and personalized
- Do you have your plan in writing?
- Identify strengths and weaknesses in your plan
Failure To Maximize Retirement Income
- The transition from our accumulation years to distribution
- Taxes and Social Security
- Would a ROTH conversion make sense?
- Taxes and types of income
Register Today!
Tuition is only $49 and includes:
- 2 Course Sessions
- Workbook and Class Material
Register Today!
Tuition is only $49 and includes:
- 2 Course Sessions
- Workbook and Class Material
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Patriot Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.