INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Available Course Dates:

Apr 28th & May 5th

or Apr 30th & May 7th

or Accelerated 1-Day Class

May 2nd

at University of North Texas Health Science Center

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

Andy Bowles has been a visionary in the world of retirement income planning for more than 15 years of his 20+ years in the insurance industry. He spent more than a decade coaching insurance agents, financial advisors, CFPs and CPAs, which led to his passion for understanding the distribution phase of retirement and the necessary planning it requires to ensure retirement is financially peaceful.

Location

University of North Texas Health Science Center

Medical Education & Training (MET) Building, Room 109

1000 Montgomery St, Fort Worth, TX 76107

Dates

Tue, April 28 & May 5

6:30 pm - 9:30 pm

or

Thu, April 30 & May 7

6:30 pm - 9:30 pm

or

Accelerated 1-Day Class

Sat, May 2

9:00 am - 2:00 pm

Please call 817.409.6855 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.

University of North Texas is not affiliated with the event and should not be contacted regarding the program.