Principles of Retirement Planning

SAFE MONEY PRINCIPLES OF RETIREMENT PLANNING

Safe Money Principles of Retirement Planning
This course offers real-world strategies and methods designed for retirees and pre-retirees aged 50 and over, who are interested in improving their retirement plan. Whether you have already made significant headway on your plan or if you are in the beginning stages, this course is designed to eliminate the confusion surrounding retirement planning and empower you to realize your retirement goals. Together we will determine your individual goals, develop a plan based on sound principles and safe practices, and equip you with the knowledge and tools necessary to put those plans into action. Upon completion, you will know how to properly allocate your assets, accurately devise an income plan to last your entire retirement, and take advantage of little-known tax tips and strategies to help you achieve your goals while also minimizing taxes to Uncle Sam.

What You Will Learn

How to establish retirement goals and objectives based on your risk tolerance
How to maximize your cash flow
How to avoid common financial mistakes
How to optimize your asset allocation to minimize or eliminate the risk of loss
Why paying off your mortgage early may be a bad idea
How to use banking strategies to become your only banker
How to use current IRS tax codes to create a tax-free or low-tax retirement
How to generate predictable and reliable income for life
Tuition Includes

Course materials, including the workbook and handouts
Asset review forms
Risk tolerance questionnaires
Free Personal Strategy Session
TUITION FUNDRAISING ALLOCATION:

By attending this class, you are supporting our efforts to give back to our local community. Proceeds are donated to the Chapter President’s charity of choice. We thank you for your support!

As an Added Bonus for Attending this Course

All course attendees will automatically receive a FREE membership to the American Financial Education Alliance (AFEA), where you will gain 24/7 access to the following:

A Personal Dashboard – multiple financial tools at your fingertips
Personal Calendar – schedule of upcoming AFEA events and classes
32 Financial Calculators – Social Security benefits estimator, Roth IRA calculator, 15/30 year mortgage comparison calculator, home budget calculator, and many more
Training Videos – AFEA On-Demand brings you financial training videos to watch at your leisure, reinforcing the concepts taught in the class
Free Personal Financial Coaching – direct access to a Personal Financial Coach via Direct Messaging for your financial questions and concerns
AFEA’s Newsletter – up-to-date financial news, tips, and advice to keep you on the road to financial success
Free Downloads of Popular Periodicals and Reports:
Earnst & Young LLP: Retirement Vulnerability of New Retirees
Rex Voegtlin: The Top Social Security Misconceptions
The Wharton School of Business: Retirement Security and the Financial and Economic Crisis
Putnam Institute: Optimal Asset Allocation in Retirement
Center for Retirement Research as Boston College: The Social Security Claiming Guide
Who Should Attend

Individuals and couples aged 50+ who want to increase their knowledge and training to help maximize their retirement years
People who want to better understand their current portfolio
Anyone who wonders if their plan has room for improvement
Information and Legal Disclosure about AFEA
AFEA, the American Financial Education Alliance, is recognized by the IRS as a 501(c)3 non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. They have been pre-screened and required to pass a series of training sessions on how to properly education in a not-for-profit setting before becoming a Chapter President and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. AFEA educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.