25 Jan
The Changing World of Retirement Planning

Description

The Changing World of Retirement Planning Brochure

YOU WILL DISCOVER HOW TO:
• Evaluate the impact of the 2019 tax law changes on
your retirement
• 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 of 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

WHO SHOULD ATTEND THIS COURSE
You will find this course relevant if you are developing a retirement
plan, nearing retirement, or recently retired. Regardless of your
stage in the process, you’ll learn updated strategies that will
help you build and preserve wealth in volatile times. Above all,
this course is designed to help you assess your current financial
position, then lay out a personalized roadmap that helps you
achieve your retirement goals.

WHY THIS CLASS MATTERS
Many of the retirement strategies utilized by your parents have
grown outdated and may no longer have application to those
looking to retire today. This class compares and contrasts the
old retirement paradigms of yesteryear and the new paradigms
of today as you prepare to retire in the 21st century. You’ll learn
about the effects of Social Security taxation as well as the common
distribution pitfalls in retirement.
Perhaps most importantly, this class will teach you how to develop a
personalized strategy as you confront the challenges of retiring in a
rapidly changing world.

BALANCED FINANCIAL INFORMATION
There’s a difference between taking your financial cues from
media outlets and learning the basics of retirement planning from a
trusted, reliable source. This course is designed to give
you an exhaustive and comprehensive view of financial education
while uncovering the many new pitfalls that threaten to derail many
retirees in the 21st century.

Date and Time

Sat, Jan 25, 2020

8:30a - 1:30p PST

Location

UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE

9201 University City Blvd
Charlotte , NC 28223
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PT5H
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