Planning Your Retirement

Edgewood College

Part 1: July 10th @ 6:30 pm – 8:30 pm 

Part 2: July 17th @ 6:30 pm – 8:30 pm 

An Academic Course Teaching The Foundations For a Sound Retirement

This comprehensive retirement course is being offered free of charge at Edgewood College as a community service for those in the early stages of retirement and for those about to retire. This course addresses difficult retirement topics such as Retirement Income and Retirement Tax Planning, Social Security Maximization Strategies, Long Term Care, Legacy Planning and the pitfalls to avoid throughout the retirement years. You will receive financial tools to help you better understand risk, taxes, budgeting, and estate planning

What You Will Learn:

  • Why so many retirees are in danger of outliving their money, and steps you can take to help avoid it.
  • How to properly plan for rising healthcare costs, inflation and higher interest rates during retirement.
  • Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance.
  • The sources of retirement income – including updates on Social Security — and how to build a solid retirement income plan of your own.
  • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k 403b) and how to manage them.
  • Key questions you should ask any financial advisor.
  • Getting your estate in order: understanding wills, trusts, probate and tax–efficient distribution to your heirs.
  • And much more!

Who Should Attend?

  • Individuals and couples between the ages of 50 and 70.
  • Those concerned about our financial markets & wanting to prepare for the next recession.
  • Investors looking for other perspectives or ideas.
  • Baby Boomers looking for guidance based on recent academic research.

Why Now?

  • The 6 basic traditional rules of thumb for retirement may no longer apply.
  • Global market instability and volatility necessitates acton.
  • Recent research indicates a different approach to retirement planning could be beneficial.
  • You only get one shot at retirement. Make it count.

Date

Jul 10 2018 - Jul 17 2018

Time

06:30 PM

Cost

Free

More Info

Register

Location

Edgewood College
Deming Way Campus: 1255 Deming Way, Madison, WI 53717

Organizer

Empowered Financial Management
Phone
608-212-7300
Email
team@retiremadison.com
This website is a publication of Empowered Financial Investments, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Empowered Financial Investments, LLC is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. - Enfold Theme by Kriesi