If you are planning to retire with the next 10 years, then welcome to your retirement “red zone”. This is when precision planning and execution will be critical for your financial success. In this one-evening workshop, experienced practitioners will share key insights on Social Security income optimization strategies, Medicare enrollment and coverage planning, retirement plan distribution strategies, investment portfolio income generation strategies and more! Participants will also receive a do-it-yourself workbook and other materials complete with personal calculation worksheets to help plan your retirement red zone actions. Don’t miss this information packed workshop!
This workshop combines topics usually covered in three separate workshops: Retirement Planning, Social Security optimization and Medicare choices into a single course giving participants insight into how to manage and coordinate all three topics.