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Retirement Readiness Masterclass

ID : 16797   
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ClassGraphic Retirement should be an exciting time, but trying to figure out all the information and variables can be overwhelming. Come spend two nights in our Retirement Readiness Masterclass to better understand the issues and prioritize your next steps.

Most people have many of the same questions...

How can I make sure I don't run out of money?
Should I consider Roth conversions?
How can I decrease the taxes I pay in retirement?
What's the most optimal sequence to withdraw my retirement savings?
How do I coordinate my Social Security filing strategy with my other assets and income?
How can I make sure my investment strategy is supporting MY goals?
Do any of those questions sound familiar?

We will answer these questions and provide clarity on your next steps.

Course Overview:

Night 1 (6:00 - 8:30)
Section 1: Retirement Foundations & Obstacles
Section 2: Medicare, Long Term Care & Insurances
Section 3: Tax Reduction Strategies in Retirement

Night 2 (6:00 - 8:30)
Section 4: Social Security & Income Sources
Section 5: Investing in Retirement
Section 6: Portfolio Distribution Planning

**Couples may attend for a single registration fee.**
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Class Details

2 Session(s)
Weekly - Tue

Location
SCF Bradenton (Building 18)

Instructor
Gardner Sherrill 

 

Notice

Please read: 
For assistance with registration, please call 941-363-7264

Fee: 

$49.00

Registration Closes On
Monday, April 7, 2025 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
4/8/2025 - 4/15/2025 Weekly - Tue 06:00 PM - 08:30 PM Bradenton, SCF Bradenton (Building 18)  Map, Room: 114 Gardner Sherrill  Classroom

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ID: 16801

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