The financial strategies information both visually and verbally to help you learn and remember the for successful retirement material covered. The material is presented in a relaxed friendly environment presentation is clear, where your questions and active participation are always welcome. Attendees easy-to-understand, and will also receive a Personal Financial Fact Finder. enjoyable. The presenter uses up-to-date teaching Optional Retirement Consultation & Report aids that include a Everyone who attends this workshop is entitled to a personal retirement color-illustrated planning consultation and retirement projection report. workbook, practical exercises, and examples. The workshop presents Direct transfer assets Financial Basics Investments Joint ownership Retirement income: perception Trust Emergency reserves and reality Probate Traditional cash reserves Nine reasons people fail financially Your will Traditional cash reserves in retirement Taxes in your estate Debt and equity investments Using credit wisely Federal unified gift Bonds Making compounding work for you and estate tax rates Stocks Inflation Providing money for Stock market fluctuations Your income taxes estate transfer cost Obtaining professional management Your investments and taxes Mutual funds Impact of taxes and inflation Mutual funds for retirement income Earning real rate of return Tax-deferred annuities Make you money last Variable life insurance policies Your Retirement Asset allocation Risk Management Income Did you know? Ways to potentially help manage risk Sources of retirement income of workers “Although 67% Health insurance and Medicare Social Security and you Disability income insurance The value of tax-deferred expect to work for pay in Long-term care contributions retirement, only 27% of paying for long-term care Personal retirement plans long-term care insurance Traditional IRAs today's retires report they Changing life insurance needs Roth IRAs have actually worked Types of life insurance Employer retirement plans Pension maximization using Taking money out of Employer during retirement." Life insurance retirement plans Survivorship life Required minimum 2016 Retirement Confidence distribution/withdrawal rules Survey, Employee Benefit Estate Planning Choosing your retirement plan Research Institute beneficiary Importance of estate planning Retirement checklist Planning for incapacity Distributing assets at your death examples, including investment performance graphs, tax charts, Workbook and interest calculators they may Your 204-page, color-illustrated workbook is designed to help you apply and help you understand the financial retain the information discussed. The workbook contains many exercises and
The financial strategies for successful retirement presentation is clear, easy-to-understand, and enjoyable. The presenter uses up-to-date teaching aids that include a color-illustrated workbook, practical exercises, and examples. The workshop presents information both visually and verbally to help you learn and remember the material covered. The material is presented in a relaxed friendly environment where your questions and active participation are always welcome. Attendees will also receive a Personal Financial Fact Finder. Optional Retirement Consultation & Report Everyone who attends this workshop is entitled to a personal retirement planning consultation and retirement projection report. Financial Basics Retirement income: perception and reality Nine reasons people fail financially in retirement Using credit wisely Making compounding work for you Inflation Your income taxes Your investments and taxes Impact of taxes and inflation Earning real rate of return Make you money last Your Retirement Income Sources of retirement income Social Security and you The value of tax-deferred contributions Personal retirement plans Traditional IRAs Roth IRAs Employer retirement plans Taking money out of Employer retirement plans Required minimum distribution/withdrawal rules Choosing your retirement plan beneficiary Retirement checklist Investments Emergency reserves Traditional cash reserves Traditional cash reserves Debt and equity investments Bonds Stocks Stock market fluctuations Obtaining professional management Mutual funds Mutual funds for retirement income Tax-deferred annuities Variable life insurance policies Asset allocation Risk Management Ways to potentially help manage risk Health insurance and Medicare Disability income insurance Long-term care paying for long-term care long-term care insurance Changing life insurance needs Types of life insurance Pension maximization using Life insurance Survivorship life Estate Planning Importance of estate planning Planning for incapacity Distributing assets at your death Direct transfer assets Joint ownership Trust Probate Your will Taxes in your estate Federal unified gift and estate tax rates Providing money for estate transfer cost Did you know? “Although 67% of workers expect to work for pay in retirement, only 27% of today's retires report they have actually worked during retirement." 2016 Retirement Confidence Survey, Employee Benefit Research Institute Workbook Your 204-page, color-illustrated workbook is designed to help you apply and retain the information discussed. The workbook contains many exercises and examples, including investment performance graphs, tax charts, and interest calculators they may help you understand the financial