THE CHANGING WORLD OF RETIREMENT PLANNING

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

 

ABOUT THE COURSE

 

YOU WILL DISCOVER HOW TO:

  • 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 fo 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

Chairty Drive

TOPICS COVERED

RETIRING IN THE NEW REALITY

  • Creating a retirement road map

  • Keys for transitioning to retirement

TAX RATE RISK

  • How taxes can affect your retirement cash flow

  • The “Catch 22” of 401(k)s and IRAs

RETIREMENT DISTRIBUTION PLANNING

  • How to accumulate money in the right types of accounts for retirement

  • The three basic types of retirement accounts

LONG-TERM CARE PLANNING

  • Social Security maximization strategies

  • The real cost of Social Security taxation

MAXIMIZING SOCIAL SECURITY

  • Social Security maximization strategies

  • The real cost of Social Security taxation

PROTECTING AGAINST MARKET LOSS

  • The impact of dramatic market loss in retirement

  • How to guard your assets from stock market volatility

 
Student Writing

UPCOMING CLASSES

Classes are back in session! The University is following all COVID guidelines including physical distancing, limiting capacity, sanitizing stations, and mask requirement indoors. 

We can't wait to see you back in class. Please see the upcoming schedule below.

 

SEPTEMBER 2020

Tuesday: Sept 22nd, 2020

6:00pm - 8:30pm

Wednesday: Sept 23rd, 2020

6:00pm - 8:30pm

University of Louisville - Founders Union

OCTOBER 2020

Tuesday: October 20th, 2020

6:00pm - 8:30pm

Thursday: October 21s, 2020

6:00pm - 8:30pm

University of Louisville - Burhans Hall

INDIANA WESLEYAN UNIVERSITY - LOUISVILLE

UNIVERSITY OF LOUISVILLE FOUNDERS UNION

UNIVERSITY OF LOUISVILLE BURHANS HALL

THE FLASHCUBE BUILDING

 

502-286-6300

9300 Shelbyville Road | Suite 1204
Louisville, KY 40222

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©2020 by Financial Empowerment Academy.