Attend a Seminar!

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The Changing World of Retirement Planning – 2/13/2020

The rules for 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 newly passed SECURE ACT and how it affects retirees and planning
  • 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
  • Avoid the three basic “pitfalls” of retirement distribution planning.

Call 225-240-4940 or register here.