2-Session Retirement Planning Class
An Educational and Interactive Course So You Can Manage Your Retirement
Course Title: The New Reality In Our Retirement
A Comprehensive Approach To Retirement
The McKimmon Conference And Training Center
NC State University
1101 Gorman Street
Raleigh, NC 27606
Course Sessions
Thursdays, July 7 & 14
6:30pm to 8:45pm
Tuition is $19 per household
Seating is Limited and Advance Registration is Required
What Sets This Course Apart From Others
The challenge with financial education is striking the right balance: teaching subject matter deep enough so that people feel they learned something, but not so deep as to make someone feel they need to be an accountant to understand the course material.
You'll leave this with a good sense of how to save, how to withdrawal from your accounts the right way, how to reduce your tax burden, and how to manage Social Security and Medicare.
An Overview Of The Course Syllabus
How To Avoid Threats From
Evening 1 Topics
- The US Debt Problem
- Failure to Maximize Retirement Income
- Losing Money In Market Declines
Evening 2 Topics
- Avoiding The Three Pitfalls Of Retirement Distribution
- Understanding If Your Portfolio Is Truly Diversified
- How to know If ROTH Conversion Is Right For You
- Planning For Incapacity Due To Illness Or Injury
You'll Learn Retirement Strategies And How To Start Planning Yours Today
Classroom Instruction
The New Reality In Our Retirement is designed to not only be informative, but also entertaining. You will be instructed by a qualified professional who will use their experience and stories to bring relevance to the material. The relaxed educational format will be made enjoyable by encouraging attendees to be interactive and ask questions throughout the course.
Objective Education
Our holistic approach will cover all the critical levers of retirement planning, helping you learn how to coordinate all of the different pieces to achieves your goals.
You will emerge from this course with a clear high-level understanding of what retirement planning is and have a methodical approaching about how to tackle each of the key components to achieve your goals.
Meet The Course Instructor
With over 43 years of experience, Rick is a nationally recognized expert, author, teacher, and trainer in the fields of Retirement Planning, Risk Management, Tax Management, and Cash Flow Management. He brings real-world experience to the class and makes seemingly complex information easy to understand.
Course Overview
Conventional Financial Wisdom
- Financial concepts and ideas we have repeatedly heard from a variety of sources, which we accept as truth
- We will examine these concepts throughout this course and consider the validity and potential damage they can cause
The Debt Of The United States
- How might government spending affect your retirement?
- Has it already had an impact?
- Are you prepared for a possible tax increase?
Passing Wealth To Your Heirs
- What is your estate?
- How is your estate transferred at death?
- The important of planning for incapacity
- What is estate planning, and do you really need it?
A Bad Retirement Plan
- Hoping things just work out is not an effective strategy
- Planning should be simple and personalized
- Do you have your plan in writing?
- Identify strengths and weaknesses in your plan
Leaving Money With The Banks
- The transition from our accumulation years to distribution
- Taxes and Social Security
- Would a ROTH conversion make sense?
- Taxes and types of income
Non-Financial Planning
- Working & Retirement - the transition between them
- How to spend your free time in retirement
- Considering relocating in retirement
- Fears of lifestyle change in retirement
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Patriot Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.