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It takes more than money to live a rich life. The Retirement Planning Today course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

In just 2 entertaining and informative sessions, you’ll learn

 

 

  • what they didn’t teach you in school
  • 5 strategies to manage investment risks
  • 11 ways you may save money on this year’s taxes
  • important questions to ask before buying insurance coverage  
  • how to invest in and take money out of your company’s retirement plan 
  • determine the savings you need to retire today or in the future.

      

    This course includes a 235-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.

    Retirement Planning Today 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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                     Agenda 


     

    Life Planning for Retirement:
     
  • Traditional vs. new retirement
  • New retirement opportunities
  • Values and objectives in nine areas of life
  • The retirement planning process



    Retirement Needs & Expenses:  

  • Early retirement trends
  • How long must your money last?
  • Inflation, prices and purchasing power
  • Real rate of return
  • Retirement expectations
  • How much will you need to retire?
  • Can you retire today?
     


    Retirement Roadblocks & Mistakes:     

  • Ten retirement planning mistakes
  • Financial and cash-flow statements
  • Credit and debt
  • Taxes and marginal tax rates
  • Eleven strategies to save money on taxes
  • Taxable investments
  • Capital gains income tax exclusion
  • Investments with tax advantages 


    Retirement Income Sources: 

  • Traditional IRAs
  • Roth IRAs
  • IRA to Roth IRA conversions
  • Other retirement income sources
  • Social Security eligibility and benefits
  • Employment income and Social Security
  • Employer-sponsored defined benefit plans
  • Employer-sponsored defined contribution plans


    Retirement Plan Distributions: 

  • Retiring or changing jobs?
  • Defined benefit and contribution plans
  • Three important considerations
  • Lump sum vs. IRA transfer vs. annuity payments
  • Rollovers, direct rollovers and transfers
  • Annuity income and choices
  • Pension maximization
  • Early retirement considerations
  • Minimum required distributions

    Investments: 

  • Considerations before you invest
  • Cash accounts
  • Bonds *
  • Stocks*
  • Mutual funds*
  • Unit investment trusts*
  • Individually managed accounts*
  • Tax-deferred annuities*
  • Investment risk management strategies
     

    Risk Management & Asset Protection: 

  • Disability income insurance
  • Health insurance and Medicare
  • Long-term care and insurance
  • Comparing life insurance


    Estate Planning: 

  • Planning for incapacity
  • Taxes
  • A will may not be enough
  • Probate
  • Gifting assets
  • Joint ownership of property
  • Direct transfer assets
  • Benefits of trusts
  • Types of trusts

     

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    Retirement Planning Today 

    North = Murchison Community School
    3700 North Hills Drive / by Far West Blvd

     
    Office = Integrated Financial Planning Center's Office
    1015 Beecave Woods Drive
    Suite 100
    Rollingwood / Westlake Hills

     
    Westlake = Westlake High School
    4100 Westlake Drive Room 277
    Off of Loop 360 or Off of Beecaves Road

     

    Each class runs about 3 hours, from 6:00 p.m. to 9:00 p.m.at the North Location and 6:30 p.m. to 9:30 p.m. at Westlake. 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 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
    North Thursdays Sept 25 Oct 2 .
    North Tuesdays Oct 7 Oct 14 .
    Westlake Thursdays Nov 6 Nov 13 .
    Westlake Tuesdays Nov 11 Nov 18 .

     

    *Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Advisory Services offered through Integrated Financial Planning Center, a Registered Investment Advisor

     

     

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