Mike Finley Retirement Series

Name: Mike Finley Retirement Series
Start: 2025-09-09T17:30:00-05:00
End: 2025-09-09T18:30:00-05:00
Location: 415 Commercial St, Waterloo, IA, United States, Iowa 50701

Schedule

Tue Sep 09 2025 at 05:30 pm to 06:30 pm

UTC-05:00

Location

415 Commercial St, Waterloo, IA, United States, Iowa 50701 | Waterloo, IA

This free, in-person-only 8-week seminar prepares individuals for retirement both financially and psychologically. Topics include pensions like IPERS, tax-efficient investing, withdrawal strategies, Social Security, Medicare, housing decisions, and more. Gain the tools to confidently navigate the next stage of life. No registration required.
Week #1: Are you retirement ready? How to identify the necessary steps and numbers that can lead to a happy and successful retirement.
Week #2: How to create and manage the best low-cost, tax-efficient portfolio leading into and through retirement.
Week #3: How to withdraw from a portfolio in a cost and tax-efficient way using the 4% rule as a guide.
Week #4: How to make the most of your fixed income and insurance policies during your retirement years.
Week #5: How to make the most of Social Security and the many benefits that fall under that program.
Week #6: How to make the most of Medicare benefits, starting at 65 and beyond.
Week #7: How to handle real estate and reduce your taxes during your retirement years.
Week #8: Pulling it all together to include the psychological piece of retirement. Financial freedom to follow!