Personal Enrichment >> Finance & Investing for Retirement

Investment Concepts is a power packed one night course designed to be an overview on the basics of investing and retirement planning. Topics will include planning for inflation, investing too conservatively or aggressively, taxation, long term care, qualified retirement plans, legacy planning, as well as social security planning. While Investment Concepts is a compacted course it will provide you with an essential set of tools to prepare for your financial future.   Learn the essential tools you need to best plan for your Financial Future This course will help you learn fundamentals of a successful financial plan. Learn about these topics and more: - Planning for inflation. - Improper handling of qualified retirement plans. - Paying too much in commissions or fees. - Taking advice from the wrong people. - Paying taxes on income you don’t need. - Ignoring the financial risk of long term care. - Incomplete legacy planning. - Investing too conservatively. - Investing too aggressively. - Realistic Market Trends. - Procrastination. - Tax Planning

Investment Concepts is a power packed one night course designed to be an overview on the basics of investing and retirement planning. Topics will include planning for inflation, investing too conservatively or aggressively, taxation, long term care, qualified retirement plans, legacy planning, as well as social security planning. While Investment Concepts is a compacted course it will provide you with an essential set of tools to prepare for your financial future.   Learn the essential tools you need to best plan for your Financial Future This course will help you learn fundamentals of a successful financial plan. Learn about these topics and more: - Planning for inflation. - Improper handling of qualified retirement plans. - Paying too much in commissions or fees. - Taking advice from the wrong people. - Paying taxes on income you don’t need. - Ignoring the financial risk of long term care. - Incomplete legacy planning. - Investing too conservatively. - Investing too aggressively. - Realistic Market Trends. - Procrastination. - Tax Planning

If you’re approaching age 65-and-70 and own a traditional IRA, 401(k) or other qualified retirement plan, you’ll soon have to deal with your required minimum distributions – RMDs. Suddenly, a portion of your tax-deferred savings will be taxable again, and the impact on your overall portfolio could be significant if you’re not armed with all the right information. Attend our class at SCF “What Baby Boomers Need to Know about RMDs on your IRA/401k.” To get the best answers to important questions: • When do I have to take them – and are there exceptions? • How much will I have to take out? • How much tax liability will they create? • How do they impact my Social Security? • Is my asset allocation appropriate for RMDs? • Are my beneficiaries set up for maximum tax efficiency? And MORE!

If you’re approaching age 65-and-70 and own a traditional IRA, 401(k) or other qualified retirement plan, you’ll soon have to deal with your required minimum distributions – RMDs. Suddenly, a portion of your tax-deferred savings will be taxable again, and the impact on your overall portfolio could be significant if you’re not armed with all the right information. Attend our class at SCF “What Baby Boomers Need to Know about RMDs on your IRA/401k.” To get the best answers to important questions: • When do I have to take them – and are there exceptions? • How much will I have to take out? • How much tax liability will they create? • How do they impact my Social Security? • Is my asset allocation appropriate for RMDs? • Are my beneficiaries set up for maximum tax efficiency? And MORE!

If you’re approaching age 65-and-70 and own a traditional IRA, 401(k) or other qualified retirement plan, you’ll soon have to deal with your required minimum distributions – RMDs. Suddenly, a portion of your tax-deferred savings will be taxable again, and the impact on your overall portfolio could be significant if you’re not armed with all the right information. Attend our class at SCF “What Baby Boomers Need to Know about RMDs on your IRA/401k.” To get the best answers to important questions: • When do I have to take them – and are there exceptions? • How much will I have to take out? • How much tax liability will they create? • How do they impact my Social Security? • Is my asset allocation appropriate for RMDs? • Are my beneficiaries set up for maximum tax efficiency? And MORE!

If you’re approaching age 65-and-70 and own a traditional IRA, 401(k) or other qualified retirement plan, you’ll soon have to deal with your required minimum distributions – RMDs. Suddenly, a portion of your tax-deferred savings will be taxable again, and the impact on your overall portfolio could be significant if you’re not armed with all the right information. Attend our class at SCF “What Baby Boomers Need to Know about RMDs on your IRA/401k.” To get the best answers to important questions: • When do I have to take them – and are there exceptions? • How much will I have to take out? • How much tax liability will they create? • How do they impact my Social Security? • Is my asset allocation appropriate for RMDs? • Are my beneficiaries set up for maximum tax efficiency? And MORE!

Meant to be an in depth look into social security planning for retirement.  Not only when and how to take it, but the different ways to take it (especially with spouses) to best maximize your benefit and make it work for you.  

Meant to be an in depth look into social security planning for retirement.  Not only when and how to take it, but the different ways to take it (especially with spouses) to best maximize your benefit and make it work for you.  

Meant to be an in depth look into social security planning for retirement.  Not only when and how to take it, but the different ways to take it (especially with spouses) to best maximize your benefit and make it work for you.  

Meant to be an in depth look into social security planning for retirement.  Not only when and how to take it, but the different ways to take it (especially with spouses) to best maximize your benefit and make it work for you.  

Meant to be an in depth look into social security planning for retirement.  Not only when and how to take it, but the different ways to take it (especially with spouses) to best maximize your benefit and make it work for you.  

Meant to be an in depth look into social security planning for retirement.  Not only when and how to take it, but the different ways to take it (especially with spouses) to best maximize your benefit and make it work for you.