INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Available Course Dates:

September 8th &15th

or Accelerated 1-Day Class

September 12th

at Sarasota Art Museum of Ringling College

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.

PROTECTING AGAINST MARKET LOSS

Discuss the 2 types of investment risk in every investment portfolio and how to mitigate them.

RETIREMENT DISTRIBUTION PITFALLS

Review retirement pitfalls and outline strategies designed to create more certainty in your retirement plan.

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

Victoria brings over 20 years of experience helping clients protect their families future and achieve their personal retirement goals. She is a member of the National Society for Financial Educators (NSFE.org), is an investment advisor representative, and a Retirement Income Certified Professional (RICP®).

Investment advisory services made available through Brookstone Capital Management, LLC (BCM). BCM and Vitality Investments are not affiliated companies. The Society for Financial Awareness (SOFA) is a paid membership organization comprised of professionals of varying specialties. SOFA is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The SOFA logo and or trademarks are property of their respective owners and no endorsement of Vitality Investments is stated or implied. 1352773-6/22

Cost:

There is no cost to attend this event.

Dates & Locations: 

Tue, September 8 & September 15

6:00 pm - 9:00 pm

at Sarasota Art Museum of Ringling College

1001 S Tamiami Trail, Sarasota, FL 34236

or

Sat, September 12

9:30 am - 3:30 pm

at Hyatt Place Sarasota/Lakewood Ranch

The Meeting Place Room

6021 Exchange Way, Lakewood Ranch, FL 34202

Other dates and locations may be available; please contact info@vitalityinvestments.org for details.

Please call 941.676.9788 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.

Neither Sarasota Art Museum of Ringling College nor Hyatt Place Sarasota/Lakewood Ranch is not affiliated with the event and should not be contacted regarding the program.