WHY THIS CLASS MATTERS
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.
RETIRING TODAYTAX RATE RISK
RETIREMENT INCOME PLANNING
MAXIMIZING SOCIAL SECURITY
RETIREMENT DISTRIBUTION PITFALLS
WHY LOSSES DURING RETIREMENT MATTER
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? Jay Dorso is not affiliated with the Social Security administration or any other government agency.