This 2-Date adult education class series will cover today's retirement planning landscape in depth, including a deep dive into the future of taxes and what it may mean for your retirement plan.

YOU WILL DISCOVER HOW TO:
• Evaluate the recently passed OBBBA legislation and its potential impact on your retirement
• Avoid the three basic “pitfalls” of retirement distribution planning
• Assess your financial readiness for retirement
• Use the 3 basic types of retirement accounts to maximize cash flow moving forward
• Evaluate the benefits of a Roth Conversion
• Maximize Social Security income
• Reduce, or eliminate unwanted expenses or delays with estate planning
• Reduce the financial impact of long-term care through proactive planning
 

WHO SHOULD ATTEND THIS COURSE
You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.

WHY THIS COURSE MATTERS
Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century. You’ll learn about the effects of Social Security taxation as well as the common distribution pitfalls in retirement. Perhaps most importantly, this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world.

BALANCED FINANCIAL INFORMATION
There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.

COURSE ORIGIN
David McKnight, National Best-Selling Author, developed and has been teaching the concepts in The Changing World of Retirement Planning™ curriculum since 2010. This course has been taught by hundreds of financial advisors to over 150,000 pre-retirees and retirees in over 350 colleges and universities across the nation. The course instructors are mentored by David McKnight on the retirement strategies taught in this course.

This course will be taught by Ryan Fleming, Certified Financial Fiduciary and partner at Keystone Financial Group.

Part 1: Tuesday, January 27 
6:30 pm to 9:30 pm

Part 2: Tuesday, February 3
6:30 pm to 9:30 pm

CLICK HERE TO REGISTER...
(Use Course ID 51086)