Workshops & Education

The Changing World of Retirement Planning™

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

Retirement Planning Workshop

Dates & Times:

Thursdays
Feb 27 & Mar 5
6:00 pm to 9:00 pm

or

Tuesdays
March 3 & 10
6:00 pm to 9:00 pm

Location:

Pikes Peak Community College
Centennial Campus – Room A255
5675 South Academy Blvd.

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

Cost:

There is no cost to attend this event. You just need to RSVP in advance.