26 Sept
The Changing World of Retirement Planning Workshop

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

300 Fraser Purchase Road
Latrobe , PA 15650

Note

Room 1BC

View on Map
P12DT3H

Event Registration

Will you be able to attend this event?