RETIREMENT WEALTH ACADEMY
Retirement Education Course for Ages 55+
REGISTER HERE
LEARN ABOUT IMPORTANT FINANCIAL TOPICS
6:00 p.m. to 8:00 p.m.
Florida SouthWestern State College
Lee Campus
8099 College Parkway
Room U-106
Fort Myers, FL 33919
Map
Thursday, July 10
6:00 p.m. to 8:00 p.m.
Florida Gulf Coast University
Cohen Center
10501 FGCU Blvd. S.
Room 162
Fort Myers, FL 33965
Wednesday, July 16
6:00 p.m. to 8:00 p.m.
Florida Gulf Coast University
Cohen Center
10501 FGCU Blvd. S.
Room 162
Fort Myers, FL 33965
Please call us at 239-288-1575 if you have any questions.
REGISTER HERE
LEARN ABOUT IMPORTANT FINANCIAL TOPICS
6:00 p.m. to 8:00 p.m.
Florida SouthWestern State College
Lee Campus
8099 College Parkway
Room U-106
Fort Myers, FL 33919
Map
Thursday, July 10
6:00 p.m. to 8:00 p.m.
Florida Gulf Coast University
Cohen Center
10501 FGCU Blvd. S.
Room 162
Fort Myers, FL 33965
Wednesday, July 16
6:00 p.m. to 8:00 p.m.
Florida Gulf Coast University
Cohen Center
10501 FGCU Blvd. S.
Room 162
Fort Myers, FL 33965
Please call us at 239-288-1575 if you have any questions.
Course for Retirees Age 55+
Why attend?
For those aged 55+ who are nearing or already in retirement, attending a Retirement Wealth Academy course course centered around the 5 key elements needed for a successful retirement is crucial. This course provides invaluable insights into critical areas such as income planning, taxation in retirement, and investments. By understanding these key elements, attendees can make informed decisions that ensure financial stability, protect their assets, and enhance their quality of life during retirement. Don’t miss this opportunity to gain the knowledge and tools to help you live a secure and fulfilling retirement.
YOUR INSTRUCTOR
Your instructor is Eric Kearney, an Investment Advisory Representative of Retirement Wealth Advisors LLC. (RWA).
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor.
You’ll learn how to:
Discover ways to shield your retirement funds from market turbulence and economic uncertainty.
Design a sustainable income plan that lasts throughout your retirement years.
Create tax-free income in retirement with strategic Roth conversion planning.
Build a retirement plan that lets you fully embrace the Florida lifestyle.
COURSE AGENDA
In today’s world, retirement is different than even when our parents retired and probably will last longer. What are your goals and objectives in retirement and how do you want yours to look like, feel like, and be like? With inflation, rising healthcare costs, and market volatility, many retirees are concerned about their money lasting.
This section will discuss:
- How do we start building for a dream retirement?
- How to live a purposeful and rewarding retirement.
- How socializing and staying active can play a role.
Once into retirement, you want to know that your money is going to last and not jeopardize your Florida lifestyle. Find out what has changed and what are the biggest concerns and hurdles for investors. You’ll also learn 6 ways to identify a recession.
This section will discuss:
- Estimate your monthly lifestyle expenses.
- Estimate your monthly income sources from Social Security, pensions, investments, rentals, and other available resources.
- Determine your monthly distributions.
- How to factor in taxes and inflation.
- Understanding the importance of your rate of return.
- How do you properly plan for retirement?
- How legislative risk could impact your retirement.
Your portfolio and its diversification should be determined by prioritizing your goals, objectives, and needs. With proper planning your purpose should determine placement of your investments. This section will discuss your investments and help you determine if they are appropriate for your needs.
This section will discuss:
- Let’s get you reacquainted with your portfolio.
- How to identify the strengths and weaknesses of your portfolio.
- Learn about volatility, risk, inflation, and withdrawals.
- Learn how to create accountability.
- Stocks vs. bonds vs. ETF’s.
- How investment behavior impacts your emotions and decisions.
Once you are retired, you are now unemployed, and typically you now have to create your own paycheck. You also have to make sure that it lasts, addresses market volatility, inflation, health care, and so much more. In the section, we’ll go through ways to create income to sustain your Florida lifestyle.
This section will discuss:
- Learn the requirements of an income strategy.
- How to create streams of income.
- Why having an income plan answers a majority of questions.
- Learn about making sustainable monthly withdrawals.
- How to create imperishable income.
- Social Security Strategies & Taxes.
- IRAs, Roth IRAs & Roth IRA Conversion.
- Should you take a lump sum or payment option for your pension?
- Required Minimum Distributions.
- How to create increasing income to offset inflation.
In this section you’ll learn the good, bad, and the truth about annuities. You have questions; we have answers. Find out if an annuity is either right or wrong for you. Find out if different income strategies that can be built could be a better fit than cash or CD’s.
This section will discuss:
- What is an annuity?
- How could an annuity fit in to your plan?
- Discover the living benefits of some annuities.
- Differences between annuity types.
- How to create your personal pension plan from an annuity.
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