Retirement Workshop & Complimentary Lunch in Boca Raton, FL

Please arrive by 11 a.m. for check-in. This event is for first time attendees only.

WHY THIS CLASS MATTERS

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.

BALANCED FINANCIAL INFORMATION

This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today.

This event is purely educational – no specific products or services will be offered.

TOPICS TO BE COVERED INCLUDE

• How to avoid the #1 fear for retirees: Running Out of Money.

• The latest Social Security changes and how to maximize the benefit your tax dollars paid for.

• What is the SECURE Act of 2020 and how could it effect your retirement?

• The impact of fees, taxes and penalties on your retirement income and what you can do about it.

• The 6 questions every successful retirement plan needs to answer.

• How to turn retirement accounts into paychecks for life.

• How to limit or avoid huge market losses without sacrificing competitive return rates.

Host or Publisher John Pennachio