Retirement 101
Sat, Oct 16
|Crown Jewel Financial Services
A classroom course teaching the foundations for a sound retirement.
Time & Location
Oct 16, 2021, 10:00 AM – 12:00 PM
Crown Jewel Financial Services, 6047 Tyvola Glen Cir, Charlotte, NC 28217, USA
Guests
About the Event
Retirement 101, Adult Education
Sat., Oct 16, 10AM – 12PM Crown Jewel Financial Services
Who Should Attend?
· Individuals & Couples ages 54-74 with $100k+ Liquid Assets
· Those concerned about our financial markets and future tax liabilities
· Investors looking for new perspectives or strategies
· Pre-Retirees or Recent Retirees seeking a guidance for a sound retirement
Course Covers -
1. Income Planning – Social Security; Pensions; Efficient Withdrawal Strategies
2. Financial Concerns – Protect Profits from a Volatile Market; Preparing for Inflation & Taxes; Strategies to Avoid Running Out of Money
3. Preparing for the Unexpected – Planning for Survivorship, Longevity, Health Care Planning and Leaving a Legacy
4. BONUS Subjects –Implications of the SECURE Act & Biden’s Tax Plan
TUITION-FREE * REGISTER BY 10/13 to Ensure a Spot!
If married, Spouse should also attend. Course materials provided in class.