Understanding Taxes, Income and Volatility in Retirement Workshop


This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning.

What You Will Learn:

  • Offsetting the cost of catastrophic illness.
  • The Tax Cuts and Jobs Act - how it may affect you and your retirement.
  • Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.
  • How required minimum distributions may increase your tax liability.
  • The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.
  • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.
  • Key questions you should ask any financial advisor.

Who Should Attend?

  • Baby Boomers looking for guidance based on recent academic research.
  • Individuals and couples between the ages of 56 and 73.
  • Those concerned about our financial markets and future tax liabilities.
  • Investors looking for new perspectives or ideas.

Why Now?

  • It’s a good idea to address taxes while they are at historically low rates.
  • Global market instability and record national debt necessitates action.
  • Recent research indicates a different approach to retirement planning could be beneficial.
  • You only get one shot at retirement. Make it count.


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?

Peter Laliberte is not affiliated with the Social Security administration or any other government agency.