Allentown, PA

Cedar Crest College

100 College Drive

Conference Room 1867

Allentown, PA

Register by 5/5

What You'll Get:
Two seats to live classroom instructions
Interactive workbook
Instructor office hours

What You'll Learn:
The most important first step to take in your retirement plan.
The changing rules for baby boomers as they retire
The Secure Act 2.0 and how this new legislation could affect you
Common misconceptions about taxes in retirement
Tools and strategies to develop a retirement tax strategy
A basic overview of tax rules as they apply to retirees today
The impact of rising taxes on your retirement cash flow
Understanding the major threats to wealth preservation
Determining a sustainable withdrawal rate
Strategies to minimize tax liabilities and protect your family's wealth
Examining the impact of retirement planning on future generations

$ 0.00 USD

You'll discover how to...

Define, design, and deploy your ideal retirement plan.
Address the various financial risks that you may encounter throughout your retirement.
Potentially reduce taxes now and in the future.

What You Will Receive With Your Registration

Your registration covers two evenings (or a one day accelerated session) of in person classroom instruction. Attendees will also receive an interactive workbook, which will serve as a valuable tool for you to follow along and make the content come to life with your own data and insights. Each registration includes an additional seat and workbook for a spouse or guest.

Seminar Topics

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Visualizing Retirement

How you will spend your time, what kind of lifestyle you will have, and how your finances will look. It can also include envisioning how you will stay active and connected with family and friends

How retirement has changed

People today are living longer and healthier lives, retirees also have more options than ever before when it comes to how they choose to spend their retirement. As the cost of living increases so does the need for long-term financial planning so you can maintain  your lifestyle.

The big questions

When can you retire? When do you take Social Security? Will you run out of money? What happens if you become ill? Where and how to invest?

Unlocking your legacy

How to leave a financial and emotional legacy to those that matter most to you.

The importance of a planning process

Your systems determine how far you will go, not your goals and objectives.

retirement basics

Budgeting, determining your income need, accumulation versus distribution, and how to manage risk before and after retirement.

In order to properly manage finances before and after retirement, it is important to consider budgeting, determining one's income needs, accumulating versus distributing funds, and risk management.

types of accounts and their Rules

Know the tools and the rules of the most widely used retirement accounts.

taxes and retirement

Understand how taxes will affect your retirement income and uncover how to avoid certain tax pitfalls.

investments and balancing a portfolio

Learn 8 key investment vehicles that can be used during retirement, along with their advantages and drawbacks.

Risk Management in retirement

The when, where, why, and how of insurance in retirement.

estate planning tools

Understand the difference between wills and trusts.

Case Studies

Example situations that people may face in retirement and how to solve them by deploying strategies learned in this class.

Office Hours

Your chance to review your personal situation and ask about any specific situations you may be facing now or in the future. Below is the agenda for the meeting. Office hours are not meant to be construed as individual investment advice.

Office Hours Agenda

1) Meeting Overview
2) About Our Practice & Approach - (Our Process)
3) Your Financial and Lifestyle Goals
4) Understanding Your Expectations
5) Where We Go From Here

Instructor Info

Steve Jablonski

For over two decades, Steve has been working in the financial services sector. He graduated from Cornell University with a degree in Business Management and has earned the professional designations ChFC® (Chartered Financial Consultant) and CFP® (Certified Financial Planner).

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Shannon LaRosse

Shannon has been helping clients achieve their retirement goals since 2013. Her background in professional counseling, as well as her studies in the area of finance, have provided her with the unique ability to connect with her clients beyond just the values of their portfolios.

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Important Information & Disclosures: This event is not affiliated with or sponsored by Cedar Crest College. Should you have questions, please direct them to or reach out directly to the instructor upon registration. Your instructors will be Steve Jablonski and Shannon LaRosse. Steve Jablonski and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Informed Family Financial Services, Inc. is not affiliated with USA Financial Securities Corp.