Retirement Planning University - SMU - November 2024

This is a 2-night course!

Why you should attend Retirement Planning University:

If you’re like most people in or near retirement, you probably get invited to “free dinner seminars” all the time.

This. Is. Totally. Different.

Retirement Planning University is a non-profit designed to provide far more value than the regular dinner seminar. You’ll get real in-depth training on all the retirement planning topics you need in an educational environment, without the high-pressure pitch!

Retirement Planning University will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. Along with the 2-night course we invite you to have a complimentary Strategy Session with a trusted advisor.

1. Learn how to optimize different types of retirement accounts to maximize cash flow
2. Find out how you can reduce or eliminate unanticipated estate expenses
3. Discover the impact that tax law changes will have on your retirement income
4. Discover how to avoid the pitfalls of taking retirement income distributions

• Maximize Social Security

Discover which of the 567 ways to claim will get you the most from your hard-earned benefits

• Combat Market Volatility

Learn ways you can reduce or eliminate market losses, and discover the truth about “buy and hold”

• Reduce Tax Risk

See how you may be able to reduce your #1 lifetime expense, taxes, with today’s unique tax-planning strategies

• Estate Planning 101

Understand the process that ensures your assets stay with your family (not the IRS and the courts)

• Retirement Healthcare

Get clear on your retirement healthcare options without buying expensive Long Term Care insurance

• Income Planning

Create an income plan to help you avoid what most Americans fear: Running out of money in retirement

Host or Publisher Retirement Planning University