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The Changing World of Retirement Planning

Dates: September 14-21, 2021

Meets: Tu from 6:00 PM to 8:00 PM

Registration Fee: $25.00

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The Changing World of Retirement Planning Michael Todd Avery The approach for a retiring generation of baby boomers is changing. Learn how those changes may affect you as you strive for a prosperous retirement. In this class, you will discover how to: • Evaluate the impact of the 2018 tax law changes on your retirement • Determine if you have enough money for retirement • Use the 3 basic types of retirement accounts • Evaluate whether a Roth Conversion may benefit you • Strategies designed to maximize Social Security income • Potentially reduce, or eliminate unwanted expenses or delays with estate planning • Understand if your portfolio is truly diversified • Avoid pitfalls of retirement distribution planning Participant assumes the responsibility of the full tuition cost of the course if they fail to cancel two (2) working days prior to the first class and/or do not attend the course.

Notes:

The Changing World of Retirement Planning Michael Todd Avery The approach for a retiring generation of baby boomers is changing. Learn how those changes may affect you as you strive for a prosperous retirement. In this class, you will discover how to: • Evaluate the impact of the 2018 tax law changes on your retirement • Determine if you have enough money for retirement • Use the 3 basic types of retirement accounts • Evaluate whether a Roth Conversion may benefit you • Strategies designed to maximize Social Security income • Potentially reduce, or eliminate unwanted expenses or delays with estate planning • Understand if your portfolio is truly diversified • Avoid pitfalls of retirement distribution planning Participant assumes the responsibility of the full tuition cost of the course if they fail to cancel two (2) working days prior to the first class and/or do not attend the course.
Fee: $25.00

Michael Todd Avery

Date Day Time Location
09/14/2021Tuesday6 PM to 8 PM VirtuaI and In-Person
09/21/2021Tuesday6 PM to 8 PM VirtuaI and In-Person

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