Pre-retirees and Retirees: the time has come to stop
thinking about your retirement and actually live it.
We’ll take care of everything you need without you having
to worry about a thing.
Come join us and make your retirement one remember.
Pre-Retirees and Retirees Shouldn’t Miss This Class
Retirement has changed and the best person to protect your retirement is YOU.
Many pre-retirees and retirees in the past depended on a pension or Social Security, but the baby boomer generation and on likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true Education. At Retirement Today, you’ll discover how to navigate this new landscape and better achieve your retirement goals.
We want you to leave our workshop feeling more prepared and ready than ever for life after work. As part of this course, you’ll receive materials created especially to help you follow along with the teaching. Designed for you to reference through your journey, the workbooks will include sections for note-taking and personal feedback.
• Deductions in Retirement
• The New Tax Code
• Tax-Deferred Accounts
• When Should I Claim Social Security Benefits?
• The Break-Even Point
• Working After Claiming Benefits
• Health Savings Accounts
• What is Long-term Care Insurance?
• Types of Life Insurance?
• Estate Planning Terms
• How to Choose Beneficiaries
• Income Needs
• Sequence of Returns
• Social Security
• RMDs
• Annuities
• 401(k)s & IRAs
• “The Rule of 100”
• Risk-Reward-Cost
• Standard Deviation
• Drawdown
• Average vs. Actual Returns
When: 2 Saturdays
September 24th and October 1st
Time: 11:00am-1:00pm PDT
Where: Our Office
23133 Hawthorne Blvd, Ste B16
Torrance, CA 90505
Visit👉 www.strategicassetpreservation.com
An astute professional who has 21+ years experience as an Investment Advisor Representative
Registered with California Tax Education Council (CTEC)
Certified in Social Security Claiming Strategies
Founder and President of Strategic Asset Preservation, Inc.
Recognized and published by Forbes for her Social Security expertise
Holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – (National Social Security Advisor).
She has been recognized in the Wall Street Journal for her leadership role.