INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Available Course Dates:

June 5th & 12th

or Accelerated 1-Day Classes

June 7th

or June 14th

at St. Petersburg 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.

LONG-TERM

CARE PLANNING

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

SOLVING LONGEVITY RISK: STOCK MARKET APPROACH

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

GUARANTEED* LIFETIME INCOME

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

INCOME PLANNING IN RETIREMENT

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

PROTECTING AGAINST TAX RATE RISK AND LONGEVITY RISK

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

ESTATE
PLANNING

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

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 ways to use the 2018 tax changes to your advantage BEFORE taxes go up in 2026.

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

Jeff’s ability to take complicated situations and strategies and break them down into easily understood and implemented plans is his superpower. Jeff has been helping entrepreneurs, business owners and executives achieve their financial goals since 1998.

Location

St. Petersburg College

Clearwater Campus, Room ES111

2465 Drew Street, Clearwater, FL 33765

Dates & Times

Thu, June 5 & June 12

6:30 pm - 9:30 pm

or

Accelerated 1-Day Classes

Sat, June 7

10:00 am - 3:00 pm

or

Sat, June 14

10:00 am - 3:00 pm 

Please call 727-591-6228 with questions.

Cost

There is no cost to attend this event.

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.

St. Petersburg College is not affiliated with the event and should not be contacted regarding the program.