Mid-Continent Public Library – Colbern Road
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
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• 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.
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.
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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
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.
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?
How to leave a financial and emotional legacy to those that matter most to you.
Your systems determine how far you will go, not your goals and objectives.
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.
Know the tools and the rules of the most widely used retirement accounts.
Understand how taxes will affect your retirement income and uncover how to avoid certain tax pitfalls.
Learn 8 key investment vehicles that can be used during retirement, along with their advantages and drawbacks.
The when, where, why, and how of insurance in retirement.
Understand the difference between wills and trusts.
Example situations that people may face in retirement and how to solve them by deploying strategies learned in this class.
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.
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
Tyler supports individuals and families at any stage of life including those close to retiring or who have retired. His areas of focus are income planning, wealth protection, asset preservation and growth, tax efficiency, and legacy planning. It is his goal to create and implement a comprehensive financial plan for you based on your individual situation.
Read Full Bio
Nick’s goal is to develop a connection with his clients to learn how to construct the comprehensive financial plan best suited for each client’s unique situation. He works with individuals and families at all stages of life, and will regularly communicate to ensure implementation of the plan, as well as adapt the plan should life circumstances require change.
Read Full BioImportant Information & Disclosures: This event is not affiliated with or sponsored by Mid Continent Public Library. Should you have questions, please direct them to Hello@retirementdesignlab.com or reach out directly to the instructor upon registration. Your instructors will be Tyler Bannister and Nick Wages. They are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., a registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301. Bill LaCasse is also a registered representative of USA Financial Securities Corp., member FINRA/SIPC. Additionally, Genise LaCasse is a registered non-solicitor of USA Financial Securities Corp., member FINRA/SIPC. SRG Financial Advisors is not affiliated with USA Financial Securities Corp.
