Retirement Master Class & Complimentary Lunch in Coconut Creek, FL

* REGISTRATION STARTS AT 11:30AM.*

ABOUT YOUR SPEAKERS:

Len Strickler:

With over three decades of business experience and financial services knowledge, Len has guided numerous seniors as they navigate through the many options for retirement. He presents strategies for principal protection and income accumulation while mitigating risk. Len has recently published his new book “Way of the Financial Warrior” Where he takes the lessons he has earned as a sixth-degree black belt and applied those principles in a simple, fun and easy-to-understand layman’s terms. Len is also a former student of the University of Alabama, where he graduated with honors.

Len is the co-author of “The Power of Leadership; Being the Leader Producing Results.” He has collaborated with Mr. Tom Hegna who hosts the PBS Special “Don’t Worry, Retire Happy” and “Pay Checks and Play Checks”. Also, Len is an author of over 20 published articles and has made several radio and TV appearances on personal empowerment and financial freedom. Len continues to be an approved member of the National Ethics Association, National Social Security Association, National Association of Professional Agents, Better Business Bureau and National Association of Financial Fiduciaries.

Terek T Wilson:

Terek T Wilson entered the financial services industry in 2009 to make a positive difference in his client’s lives. While being an advisor, Terek also holds multiple leadership positions, helping the firm to perfect and elevate the client experience. His areas of focus include Investment, Income, tax and Retirement Planning, along with strategies in Risk Management and getting individuals and families to where they know they deserve to be.

Terek believes there is no “cookie cutter” approach to planning. Each and every individual/family are unique and each deserves a specific plan tailored to their needs, wants and wishes.

Terek grew up in the Midwest where he won multiple state titles in both Track and Football. Terek then attended Pittsburg State University where he was a captain of the football team and earned multiple recognitions for his play both on and off the field. Terek loves living in South Florida along with continuing to cheer on his favorite Greater Kansas City Sports teams.

Terek spends his free time with his wife Kirstin and their two daughters (Parker and Kylie) He enjoys traveling, food/cooking, working out, reading, spending time with his family, guitar and taking in movies and shows of all genres.

TOPICS WE WILL DISCUSS

RETIRING TODAY

• The old retirement vs. TODAY’S retirement
• How to create a clear vision for retirement that could lead to less stress and more happiness.

TAX RATE RISK

• Why experts say tax rates could double
• How rising taxes may affect your retirement cash flow
• The “Catch 22” of 401k’s and IRA’s
• How lost deductions may affect your taxes in retirement

RETIREMENT INCOME PLANNING

• The three basic retirement accounts
• How to accumulate dollars in the right types of accounts for future retirement income
• What’s better for you: tax-deferred or tax-free accounts?
• How to define a “true” tax-free investment
• When should you convert to a Roth?
• How IRA’s and 401k’s cause Social Security taxation
• Strategies to reduce or eliminate taxes in retirement

MAXIMIZING SOCIAL SECURITY

• The causes of Social Security taxation
• The Social Security thresholds you need to be aware of
• The real cost of Social Security taxation
• Strategies to eliminate Social Security taxation
• Social Security maximization strategies

RETIREMENT DISTRIBUTION PITFALLS

• How the new rules on “Rate of Withdrawal” affect People Nearing Retirement
• How to ensure you won’t run out of money in retirement
• How to liquidate retirement assets in the right order
• How to eliminate “sequence of returns” risk

WHY LOSSES DURING RETIREMENT MATTER

• The impact of dramatic market loss in retirement
• Is “buy and hold” appropriate in retirement?
• How to safeguard against two types of investment risk
• How to shield your assets from stock market volatility
• Why “asset allocation” alone may not be enough
• How to truly diversify your retirement portfolio

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Not endorsed or affiliated with any federal Medicare program, the Social Security Administration or any U.S. government agency.

Host or Publisher Len Strickler