Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
This course includes a 145-page illustrated textbook. Couples may attend together for a single registration fee. Class sizes are limited so register today.
Getting the most from your hard-earned dollars requires you to make some tough decisions. The Retirement Planning Today Seminar gives you the knowledge to make these decisions wisely.
Passport to Retirement is presented with the cooperation of the Integrated Financial Planning Center, a fee-based association of financial consultants specializing in retirement planning, tax planning, risk management and investment advice. Each session will be taught by Investment Advisor Representatives with more than 25 years of planning experience.
The classes are only taught by our Principals
No products or investments will be promoted nor offered.
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Course Agenda
Passport to Retirement:
Are you prepared?
Retirement Reality
Roadblocks to a Successful Retirement:
Failure to Plan
Lack of Financial Knowledge
Cost of Living
The Burden of Taxes
Procrastination
Overcoming These Roadblocks
Define and Create Your Own Retirement:
The “Inconvenient Truth” About Retirement Today
How Will You Spend Your Time?
Where Do You Want to Live?
Assess the Costs:
Estimating the Cost of Retirement
Can You Afford to Retire?
Evaluate Your Sources of Income:
Sources of Retirement Income
Personal Retirement Plans
Employer-Sponsored Retirement Plans
What Can You Expect from Social Security?
Assess Your Expected Income
Invest For The Future:
Find Your Starting Point
Net Worth Statement
Asset Classes
Stocks
Bonds
Individual Investments vs. Professionally Managed Funds
Exchange-Traded Funds
Mutual Funds
Evaluating Your Investment Portfolio
Asset Allocation
The Efficient Frontier
Investment Philosophies
What Should You Do?
Protect Your Health and Wealth:
Making Informed Insurance Decisions
Types of Insurance
How Likely Are You to Need Care?
Health
Disability
Long-Term Care
Liability Coverage
Life Insurance Protection
Assessing Your Risk Management Needs
Receive Funds From Your Retirement Plans:
Understanding Your Options
Which Distribution Method?
Distribution Method Considerations
Case Studies
Distribution Action Items
Manage Your Estate Distribution:
Your Estate Comprises All the Assets You Own
What would the Richest Americans Pay for Life’s Most Intangible Assets?
Goals of Estate Conservation
Benefits of Estate Conservation
Estate Conservation Challenges
Estate Planning Tools
Estate Distribution Techniques
Advanced Trust Strategies
Providing for Your Heirs
Action Items
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Passport to Retirement Locations
Lakeway = Lakeway Activity Center
105 Cross Creek
Lakeway, TX 78734
Office = Integrated Financial Planning Center’s Office
1015 Beecave Woods Dr, Suite 100
Austin, TX 78746
(Rollingwood/Westlake Hills)
Westlake = Westlake High School
4100 Westlake Drive
Austin, TX 78746
(Westlake Hills – Off of Loop 360 or Off of Beecaves Road)
Each class runs about 3 hours, from 6:30 pm to 9:30 pm. They start and end on time.
If you are unable to attend either session, you may make it up at a later date at NO extra charge. Just call our office at (512)327-9311 and let us know.
Please note the seminar location, date, and time. You will need to input this information into the registration form to register for the seminar.
Seminar Dates and Locations
