"The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a
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The dates for this workshop have passed.
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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
For more information about this workshop, check out our Event Brochure.
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.
What about parking?
Paid parking is available at the St. Thomas underground heated lot for approximately $5. Limited street parking is available as well.
Following registration, you will receive a mailer that will provide additional parking information.
This course is provided by The Society for Financial Awareness.