The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.
YOU WILL DISCOVER HOW TO:
- Evaluate the impact of the latest tax law changes on your retirement
- Determine if you have enough money for retirement
- Use the 3 basic types of retirement accounts to maximize cash flow in retirement
- Evaluate the benefits of a Roth Conversion
- Maximize Social Security income
- Reduce, or eliminate unwanted expenses or delays with estate planning
- Understand if your portfolio is truly “diversified”
- Avoid the three basic “pitfalls” of retirement distribution planning
Who should attend this course
You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.
Register by emailing us: info@riversidewa.com
