Retirement Master Class in Colorado Springs, CO

Light refreshments and snacks will be provided.

Welcome to our workshop focusing on modern retirement strategies! In this class, we'll delve into the evolution of retirement approaches, contrasting past paradigms with today's dynamic strategies. Discover insights on asset distribution in retirement, learn how to avoid common mistakes, and gain valuable knowledge to enhance your financial security. Join us for practical tips that can make a meaningful difference in your retirement planning journey.

RETIREMENT INCOME PLANNING

• The three basic retirement accounts
• How to accumulate dollars in the right types of accounts for future retirement income
• When should you convert to a Roth?

MAXIMIZING SOCIAL SECURITY

• The Social Security thresholds you need to be aware of
• 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

• 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.

Zach Poitra does not provide tax, legal or investment advice. This material has been prepared for informational purposes only, and should not be relied upon for tax, legal or investment advice. Clients should always consult with an appropriately-licensed professional before making these decisions. Fee based financial planning and investment advisory services are offered by Insight Folios Inc, a SEC Registered Investment Advisor. Insight Folios Inc may only transact business in those States in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Insurance products and services by Zach Poitra are offered through Magellan Financial. Zach Poitra is an Investment Adviser Representative of Insight Folios Inc.

Host or Publisher Zach Poitra