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The Changing World of Retirement Planning Workshop

"The rules for a retiring generation of baby boomers have changed.  Learn how those changes affect you as you strive for a 

prosperous retirement."

One thing is certain, your retirement is going to look a lot different from your parent's. Many of today's retirees are beginning retirement younger, healthier, and more active than the previous generation.  

Changes to our economy, financial markets, and the challenges we will face in addressing our country's fiscal condition pose significant risk for the next generation of retirees.  Your retirement savings may have to work a lot harder to make sure that your retirement income will not be washed away by higher taxes, inflation, or market volatility.  

Careful planning is required to ensure that your money lasts at least a little bit longer than you do. The longer you live, the more likely it is that you will require help living independently at some point. Long term care is one of the greatest financial risks people face in retirement, it can also be one of the most difficult to prepare for. 

The Changing World of Retirement Planning course will provide you with the information, tools, and strategies needed to prepare you for retirement in an ever changing world.

Learn How To:

Evaluate the impact of the 2018 tax law changes on your retirement

Know if you have enough money to retire

Develop strategies to maximize your Social Security income

Avoid the three pitfalls of retirement distribution

Understand if your portfolio is truly "diversified"

Evaluate if Roth Conversion is right for you

Plan for incapacity due to illness or injury

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Who is presenting this course?

Geoff George, the president and principal advisor at Lifetime Capital Planning Group.

What's the catch?

The catch is that you have to spend 6 hours of your life learning about retirement planning. Other than that, there is no catch.

No products or services are offered for sale or discussed at the events. The course materials are prepared in conjunction with the Society for Financial Awareness, a nonprofit organization committed to providing adult financial education. 

This course is provided by The Society for Financial Awareness.