Retirement is COMPLICATED: How to put the gold in your GOLDen Retirement Years

Retirement is COMPLICATED: How to put the gold in your GOLDen Retirement Years

No one should be shy about retiring – and now is a great time to get your retirement strategy mapped out and your retirement plans into some semblance of order. 

This webinar will examine all aspects of retiring, from the practical (when should I quit working, a.k.a., take this job and shove it!), to the financial (how much do I REALLY need to retire?), to the procedural (why are Social Security and Medicare so insanely complicated?). Needless to say, there is  A LOT to cover in an hour and forty-five minutes

Topics to be addressed will include:

• a realistic analysis of the amount you REALLY need to retire (hint: a million dollars is not the right number)
• the best strategies to build wealth during your working years (including whether to fund regular versus Roth retirement accounts)
• the best US states to live in after retirement (and how to change residency)
• when to start drawing your Social Security payments (it's insanely complicated!) 
• how to provide for health and medical insurance after you retire (Medicare is even more complicated than Social Security)
• whether to purchase long-term care insurance
• when to start withdrawing from your retirement accounts (401(k) not 401 Chaos)
• how to do estate planning with retirement accounts under SECURE 2.0

Join us for a compelling discussion with our panel of experts and bring yourself up to speed on the unbelievably complex process of planning and engineering a successful retirement.

PROGRAM SCHEDULE

4:00 p.m. – 5:45 p.m. 

Seminar

5:40 p.m. – 6:00 p.m. 

Q&A

CPE Credits Available