INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Available Course Dates:

September 10th & 17th

or

September 15th & 22nd

at CT State Community College, Tunxis

Each registration comes with a complimentary, two-volume set of workbooks.

Take a sneak-peek at our course overview:

RETIRING IN THE

TWENTY-FIRST CENTURY

Explore an updated approach to retirement planning that accounts for possible challenges and pitfalls.

TAX

RATE RISK

Discuss strategies that you can implement that may help insulate your assets from the impact of higher taxes.

RETIREMENT DISTRIBUTION

PLANNING

Learn about the 3 types of investment accounts and how to use them to maximize cash flow in retirement.

MAXIMIZING
SOCIAL SECURITY

Social Security can be taxed.
Learn about the impact of Social Security taxation on your retirement.

ESTATE
PLANNING

Discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges after death.

LONG-TERM

CARE PLANNING

Learn about Medicaid rules, strategies used to mitigate long-term care risk, and long-term care planning.

SOLVING LONGEVITY RISK THROUGH A STOCK MARKET APPROACH

Discuss why outliving your money is the greatest risk you'll face in retirement.

SOLVING LONGEVITY RISK THROUGH A GUARANTEED* LIFETIME INCOME APPROACH

Explore how longevity risk can be removed through a guaranteed* lifetime income approach.

SOLVING LONGEVITY RISK: A THIRD APPROACH

Discuss alternatives to the guaranteed* lifetime income approach that help combat longevity risk without the heartburn.

SOLVING LONGEVITY RISK AND TAX RATE RISK

Explore how to remove both tax rate risk and longevity risk from your financial picture while preparing for retirement.

As part of this course, you will receive a two-volume set of workbooks that provides examples and illustrations designed to reinforce the concepts taught in class.

View the trailer to get a sneak peek of the educational topics that are explored in the course.

Find out how you could end up paying MORE in taxes in retirement than you thought due to lost deductions

Discover how to avoid the three basic "pitfalls" of retirement distribution planning

Learn how distributions from your 401k or IRA could cause you to lose up to one-third of your Social Security

Understand creative strategies that will protect you from rising tax rates and ensure you will receive your Social Security tax-free

Working with individuals, families and business owners for over 30 years, helping them navigate their retirement wants, needs and concerns.

Location

CT State Community College, Tunxis

Building 6, Room 127-128

271 Scott Swamp Rd, Farmington, CT 06032

Dates

Thu, September 10 & September 17

or

Tue, September 15 & September 22

Time

6:30 pm - 9:30 pm

Cost

There is no cost to attend this event.

Please call 860.329.4737 with questions.

This course is offered by the Society For Financial Awareness. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.

CT State Community College, Tunxis is not affiliated with the event and should not be contacted regarding the program.