Gain the Knowledge to Navigate Retirement Challenges
About this Event
he Academy of Retirement is a nonprofit organization dedicated to helping retirees and pre-retirees gain confidence in their financial future. This class is held over two consecutive nights and covers income planning, investments, taxes, Social Security, healthcare, and estate planning—empowering attendees to make informed decisions for a secure and fulfilling retirement.
1 – Investment Planning
Learn how to structure and balance your portfolio to manage risk, protect your assets, and pursue consistent growth throughout retirement.
2 – Estate Planning
Understand the essential documents and strategies to protect your legacy, minimize probate, and ensure your wishes are carried out.
3 – Healthcare Planning
Explore Medicare, supplemental coverage, and long-term care options to safeguard your health and finances in retirement.
4 – Tax Planning
Discover ways to reduce your lifetime tax burden through smart withdrawal strategies, Roth conversions, and other tax-efficient approaches.
5 – Social Security Planning
Learn how to maximize your Social Security benefits by choosing the right timing and strategy for your situation.
6 – Income Planning
Create a reliable, sustainable income stream that supports your lifestyle no matter how long you live.
Where is it happening?
Event Location & Nearby Stays:
USD 33.85
