Mike Finley Retirement Series

This free, in-person-only 8-week seminar prepares individuals for retirement both financially and psychologically. Topics include pensions like IPERS, tax-efficient investing, withdrawal strategies, Social Security, Medicare, housing decisions, and more. Gain the tools to confidently navigate the next stage of life. No registration required.

Week #1: Are you retirement ready? How to identify the necessary steps and numbers that can lead to a happy and successful retirement.

Week #2: How to create and manage the best low-cost, tax-efficient portfolio leading into and through retirement.

Week #3: How to withdraw from a portfolio in a cost and tax-efficient way using the 4% rule as a guide.

Week #4: How to make the most of your fixed income and insurance policies during your retirement years.

Week #5: How to make the most of Social Security and the many benefits that fall under that program.

Week #6: How to make the most of Medicare benefits, starting at 65 and beyond.

Week #7: How to handle real estate and reduce your taxes during your retirement years.

Week #8: Pulling it all together to include the psychological piece of retirement. Financial freedom to follow!