Learn how retirement today is much different than it has been for previous generations, and how we must plan differently to meet our retirement goals. This workshop begins by exploring an updated approach to retirement planning that accounts for challenges and pitfalls that are unique to the reality in which we now live.
You will learn how to help:
- Determine if you have enough money for retirement
- Maximize retirement cash flow with various types of accounts
- Assess the benefits of Roth conversions
- Determine whether your assets are diversified
- Protect your wealth from market losses during retirement
- Guard against rising taxes
- Review options for Social Security benefit filing
