INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Available Course Dates:

June 18th & 25th

or

June 20th & 27th

at College of Southern Nevada, Charleston Campus

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

Mr. Cordner has been engaged in insurance and financial services full time since 1992. He is a Chartered Retirement Planning Counselor and an Investment Advisor Representative of Golden Years Financial, LLC, a Registered Investment Advisory Firm. He offers insurance through Golden Years Insurance Services. Neither firm provides tax or legal advice. You should consult your own legal and tax advisors before taking any actions that may have tax implications. No financial products will be offered in this class. It is an educational presentation only.

Location

College of Southern Nevada, Charleston Campus

Building I, Room I-212

6375 W Charleston Blvd, Las Vegas, NV 89146

Dates & Times

Thu, June 18 & June 25

6:00 pm - 9:00 pm 

or

Sat, June 20 & June 27

9:00 am - 12:00 pm

Cost

There is no cost to attend this event.

Please call 702.508.8133 with questions.

You may receive SMS reminders from 702.710.4455

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.

College of Southern Nevada is not affiliated with the event and should not be contacted regarding the program.