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Retirement Planning Today
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9/28/2011
When: September 28, 2011
6:30pm-9:30pm
Where: ASU Sky Song
1475 N Scottsdale Rd
Scottsdale, Arizona  85257
United States
Contact: Debbie Frey
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Retirement Planning Today®
 
An informative, thought-provoking and applicable course designed to help you sort through the issues and fears of retirement. This 6-hour, 2-day program (
2 consecutive Wednesdays, 3 hrs per evening) will give you practical, comprehensive and objective knowledge that can easily be applied to your retirement life goals.
 
Retirement Planning Today® teaches the many ways to save for retirement, as well as their advantages and disadvantages. Most importantly, you will learn how to evaluate your financial situation and develop a strategy that will allow you to maintain your lifestyle throughout retirement.
 
Course Outline -

    • Life Planning for Retirement - New Retirement Opportunities...Retirement Planning Process
    •  
    • Retirement Needs & Expenses - How Much Will You Need to Retire...How Long Must Your Money Last
    •  
    • Retirement Roadblocks & Mistakes - 10 Retirement Planning Mistakes...Taxable Investments
    •  
    • Retirement Income Sources - IRA Options...Social Security Eligibility and Benefits
    •  
    • Retirement Plan Distributions - Rollovers...Changing Jobs...Minimum Required Distributions
    •  
    • Investments - Considerations Before You Invest...Stocks...Bonds...Mutual Funds...ETFs
    •  
    • Risk Management & Asset Protection - Disability Income...Health Insurance...Medicare
    •  
    • Estate Planning - Will vs. Trusts...Probate...Taxes

Retirement planning is an art, but there are mathematical approaches to the strategies and methods. Learn the right tools that will allow you to ask the right questions.  The more you know and learn, the less fear and anxiety in your life.

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