Prior to Congress deciding to reengineer retirement plans with the passage of the 1978 Tax Revenue Act, many retirees enjoyed pension plans with a monthly income paid for as long as they might live.
With a pension, no investment decisions or any other decisions had to be made once the monthly checks started flowing.
Now retirees face many more challenges when it comes to managing their retirement plan money. In large part because most of today’s retirement plans can be characterized as do-it-yourself plans.
It is now the plan participant’s responsibility to decide how to invest their plan balances in a way that manages market fluctuations, combats inflation and provides income that will last a lifetime.
Each of the major financial risks faced in retirement, whether it’s stock market volatility, inflation, health care expense, or rising taxes, will all be reflected in the overall risk of a reduction in a person’s future standard of living. In this course attendees will learn steps for using their retirement plans, Social Security, and other assets to protect their standard of living throughout their retirement.
The objective of this course is to identify the common risks faced in retirement and to provide attendees with simple, actionable steps that can help protect their future standard of living.
THIS COURSE WILL HELP YOU UNDERSTAND:
How to protect your retirement from market fluctuations
Use IRA rollovers to reduce market risk and continue tax deferral
The only inflation protected income that is truly guaranteed
Two ways to protect against the financial risk of living a long life
Strategies for addressing the risk of long term care expenses
The 3 part prescription for protecting your future standard of living
Registered attendees receive the interactive Retirement POWr workbook. Throughout the course, this workbook is referenced and attendees are encouraged to complete sections with the information they have learned. Upon completion of the course, this workbook becomes a simple but valuable resource that attendees can refer to as they make decisions regarding their retirement plans.
SEATING IS LIMITED SO REGISTER TODAY!
Advance registration is required.
Select a class date from the calendar below to register.
Florida Estate and Retirement Planning Center is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to suit their needs and objectives.
This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources which we, and our suppliers believe reliable, but we do not guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Florida Estate and Retirement Planning Advisors, LLC is a An Investment Advisory Firm registered with the State of Florida. Additional information about Florida Estate and Retirement Planning Advisors , IARD226751 is available on the SEC's website at IAPD - Investment Adviser Public Disclosure - Homepage https://www.adviserinfo.sec.gov./.
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