Make The Right Decisions
We work all our lives with hopes of doing one thing. Retiring! Retiring with good health and the investments or pension we have worked hard to earn.
Now comes the tough part, making sure we make the right decisions with Social Security, Medicare and our hard earned dollars.
What Will You Learn?
With retirement comes tough questions and lots of unknowns. In our class, Health And Wealth in Retirement, you will learn information and strategies to help you retire with confidence.
*We use Qualified Financial Professionals to present each class
In this class you will learn about all of the following:
Learn to evaluate your own, current retirement situation.
As we all know, not everyone is created equal. The same goes for retirement accounts. You will learn information on how to maximize your own retirement situation.
Learn how to maximize your Social Security benefits.
Social Security is complicated. Knowing when the right time to retire to maximize those benefits is important to everyone.
Learn the basics of Medicare.
Part A, Part B, Part C, Part D, Medicare Advantage, When do I sign up? The questions go on and on. You will learn Medicare basics to help you make sound decisions.
Learn how waiting to take your Social Security benefits, may or may not be the best decision for you.
Full Retirement age varies, depending on when you were born. The range is currently 65-67, but you can begin receiving benefits as early as age 62 and as late as 70. What is right for you?
Learn the Distribution Rules for your retirement assets.
Based on the types of investment products you own, there are ways to distribute that income to make the most out of the money you have accumulated.
How to fully maximize the value of your IRA, 401K, 503B or pension alongside Social Security and Medicare.
By making the right decisions on Social Security, Medicare and other retirement distributions, you can maximize your retirement income while saving on taxes.
Learn how Medicare Advantage works.
Medicare Advantage is private insurance. Learn if it is the right option for you.
How does Social Security work with my pension or retirement plan?
You will learn strategies on how best to utilize your Social Security benefits with your individual retirement portfolio.
How to fully maximize the value of your IRA, 401K, 503B or pension alongside Social Security and Medicare.
Our Retire Smart Education classes can help you put all the retirement puzzle pieces together. You can learn how to increase your monthly income, save on taxes while also protecting your assets for heirs.
Each class has a question and answer segment.
Get Started Now.
Schedule an Analysis or Private Meeting with one of our Qualified Financial Professional
