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The New Reality in Our Retirement

Location:

Adam W. Herbert University Center

Adam W. Herbert, University Center, 12000 Alumni Dr
Jacksonville, FL 32224 United States

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Date:

October 10

Time:

6:30 pm

What worked for your parents’ retirement could cause you to go broke. The rules have changed for retiring baby boomers. Learn how these changes affect you as you prepare to live a prosperous retirement.

This course is held all around the country at universities, libraries, and community centers, but is not affiliated with any of these locations.

In this comprehensive class you will learn:

  • How to limit losing money in large market declines
  • How the fiscal health of the United States and the potential for rising taxes can be detrimental to your retirement accounts
  • What the 3 basic types of retirement accounts are and how to use them to maximize cash flow from them during retirement
  • 3 low-cost, simple ways to guard against market losses during retirement
  • What the most common mistakes are in retirement income planning and how to avoid them

You’ll also receive a free copy of the companion “The New Reality in Our Retirement” workbook.

This educational course was developed for adults ages 50-70 with at least $250,000 of investible assets. There is no cost or obligation, but seating is limited so reserve your spot today.

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