If you are approaching retirement or already retired, this workshop is for you! Join us Thursday, February 12th or Tuesday, February 17th at 6:30PM in Clemmons for our workshop YOUR RETIREMENT PLAN: A REALITY CHECK. There is no cost to attend this event, but seating is limited and advanced registration is required.
The world is changing. Is your retirement plan changing with it? Are you concerned about outliving your money, protecting your assets from market volatility, high fees or how to finance medical needs such as Long-Term care?
Is it time for a reality check when it comes to your retirement plan? A comprehensive and sustainable retirement plan is much more than consistently putting funds into your savings! At this workshop you’ll learn how to:
Take advantage of tax efficiencies including new provisions in recent legislation. Are you up to speed on changes to standard deductions, the new “Senior” deduction and taxation on social security, potentially putting more in your pocket?
Determine which Social Security option will put the most money in your pocket. Learn more about the viability of Social Security going forward.
Tactically position money to withstand volatile market and prevent major losses.
Create predictable income once you aren’t bringing home a paycheck.
Understand the impact of cutting fees and adding more to your bottom line.
Learn more at
https://www.thewealthguardians.com/events/.
Also check out other Workshops in Clemmons.
