Solving the Retirement Puzzle - Educational Workshop

Solving the Retirement Puzzle - Educational Workshop

• Please plan to arrive 10 minutes early for check-in.

What you learned about retirement may no longer be relevant in today’s volatile environment, and the steps your parents took to retire might not work for you. We compare former thinking with today’s circumstances and talk about preparing to retire in today’s rapidly changing economic environment. You’ll learn about the mistakes people make when they start taking income from their retirement nest egg, about what causes Social Security to be taxed, and steps to take in order to minimize or eliminate taxation of Social Security. Above all else, you’ll learn how to develop a custom strategy that’s just for you, to meet your personal objectives as you navigate a retirement world filled with new and changing headwinds.

Is it wise to take your financial cues from the media that bears no responsibility for the soundness of the advice they give you? Instead, learn from a trusted, reliable, unbiased academic source. This course is designed to present you with an exhaustive and comprehensive view of the information you need, pointing out opportunities to consider and pitfalls to avoid on your way to retiring in this season of life.

• The impact that tax law changes will have on your retirement income
• How to optimize the different types of retirement accounts to maximize cash flow
• What to do to get the most out of Social Security
• How to build a “truly diversified” retirement portfolio
• Whether you’ll have enough money to last throughout retirement
• How to determine whether Roth conversions will help you
• How you can reduce or eliminate unanticipated estate expenses
• How to avoid the pitfalls of taking retirement income distributions

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.

Is this sponsored by the Social Security Administration? Mike Schessler is not affiliated with the Social Security Administration or any other government agency.

Host or Publisher Mike Schessler