Description
The rules of a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.
You will discover How to:
* Evaluate the impact of the latest tax law changes on your retirement
* Determine if you have enough money for retirement
* Use the 3 basic types of retirement accounts to maximize cash flow in retirement
* Evaluate the benefits of a Roth Conversion
* Maximize Social Security income
* Reduce, or eliminate unwanted expenses or delays with estate planning
* Understand if your portfolio is truly "diversified"
* Avoid the three basic "pitfalls" of retirement distribution planning
Date and Time
September 26, 2024 - October 8, 2024
6:30p - 9:30p EST
Location
St. Vincent College, Fred Rogers Center
Note
Room 1BC