Retirement Master Class & Lunch in Sarasota, FL | Event in Sarasota | AllEvents

Retirement Master Class & Lunch in Sarasota, FL

Joe Derenzis

Highlights

Wed, 07 May, 2025 at 06:00 pm

1.5 hours

The Capital Grille

Free Tickets Available

Date & Location

Wed, 07 May, 2025 at 06:00 pm to 07:30 pm (GMT-04:00)

The Capital Grille

180 University Town Center Drive, Sarasota, United States

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Only get lost while having fun, not on the road!

About the event

Retirement Master Class & Lunch in Sarasota, FL
Join us for an educational retirement planning seminar. Seats will fill up fast. Get your ticket today!

About this Event

Welcome to our workshop focusing on modern retirement strategies! In this class, we'll delve into the evolution of retirement approaches, contrasting past paradigms with today's dynamic strategies. Discover insights on asset distribution in retirement, learn how to avoid common mistakes, and gain valuable knowledge to enhance your financial security. Join us for practical tips that can make a meaningful difference in your retirement planning journey.

RETIREMENT INCOME PLANNING

  • The three basic retirement accounts
  • How to accumulate dollars in the right types of accounts for future retirement income
  • When should you convert to a Roth?

MAXIMIZING SOCIAL SECURITY

  • The Social Security thresholds you need to be aware of
  • Social Security maximization strategies

RETIREMENT DISTRIBUTION PITFALLS

  • How the new rules on “Rate of Withdrawal” affect People Nearing Retirement
  • How to ensure you won’t run out of money in retirement
  • How to liquidate retirement assets in the right order
  • How to eliminate “sequence of returns” risk

WHY LOSSES DURING RETIREMENT MATTER

  • Is “buy and hold” appropriate in retirement?
  • How to safeguard against two types of investment risk
  • How to shield your assets from stock market volatility
  • Why “asset allocation” alone may not be enough
  • How to truly diversify your retirement portfolio

MEDICARE PLANNING

  • How and when should I sign up for Medicare?
  • What do I need to know before enrolling in a Medicare plan?
  • What are Medicare parts A, B, C, and D?
  • Medicare coverage, cost and the need for supplemental insurance.
  • Will you have an Income Related Monthly Adjustment?
  • How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs
  • How to get extra assistance paying for prescription drugs in retirement
  • Which plan is right for you


  • FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration? Jay Dorso is not affiliated with the Social Security administration or any other government agency.

Please note that this workshop is intended exclusively for potential clients seeking financial guidance, and it is not designed for financial advisors or industry professionals.


Also check out other Workshops in Sarasota, Business events in Sarasota, Nonprofit events in Sarasota.

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Ticket Info

Tickets for Retirement Master Class & Lunch in Sarasota, FL can be booked here.

Ticket type Ticket price
General Admission Free

Nearby Hotels

The Capital Grille, 180 University Town Center Drive, Sarasota, United States

Just a heads up!

We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change.We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.

Retirement Master Class & Lunch in Sarasota, FL | Event in Sarasota | AllEvents
Retirement Master Class & Lunch in Sarasota, FL
Wed, 07 May, 2025 at 06:00 pm
Free