The Changing World of Retirement: Part 1 | 1-21-25

Time:
6:30-9:30 PM

Location:
Northwood Technical College
1019 S. Knowles Ave.
New Richmond, WI 54017

Description:
The rules for the retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

Join this complimentary course and discover how to:
– Evaluate the potential impact of the latest tax law changes on your retirement
– Determine if you should have enough money for retirement
– Use the three 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
– Understand if your portfolio is truly diversified
– Avoid three basic pitfalls of retirement distribution planning

Date

Jan 21 2025

Time

6:30 pm - 9:30 pm

Location

Northwood Technical College
1019 S Knowles Ave, New Richmond, WI 54017

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