Retirement Ready Class & Complimentary Lunch in Jacksonville, FL

PRESENTERS:

Marcus J. Robinson: CEO of Revision Wealth Management

Nyimah Boles-Robinson: President

Revision Wealth Management hosts Make Money Make Sense TV and Podcast. Current air times can be found here.

This workshop IS NOT for financial industry professionals.

Your registration tickets are not final until our office (Revision Wealth Management) has reached out and verbally confirmed your attendance. We appreciate your understanding and patience as we work to confirm your registration.

WHY SHOULD I ATTEND?

Between client referrals, our TV show, radio show, and workshops we connect with many modern retirees who need help. Our team has found the biggest fear facing the modern retiree is outliving their retirement savings. This workshop will cover three key areas that successful retirement plans have in common. Successful retirement plans: Have an Income Engine, Know the Tax Debt, and Understand Risk Capacity. If you do not know how your current plan incorporates these three topics, this is for you!

INCOME ENGINE

• How much income do you need now
• Social Security: Taxation of benefits, Social Security Optimization
• How much income will you need through retirement

TAX DEBT

• Know the Tax Debt: How much of your retirement savings is subject to tax
• Tax Rate Risk and Legislative Risk
• Roth Conversion Strategies
• Required Minimum Distribution Planning

RISK CAPACITY

• Risk Tolerance vs. Risk Capacity
• Investing in Retirement
• The Impact of Market Volatility on Withdrawal Rate

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no monetary cost to attend.

Do I need to bring anything? No, you will be provided with a 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.

We look forward to helping you Be and Stay Retirement Ready!

Advisory services offered through Revision Wealth Management are separate and distinct from insurance sales and services provided by Robinson Financial Group.

By registering for this workshop, you are opting in to receive communications from Revision Wealth Management.

Host or Publisher Marcus Robinson