FREE 2 Night Retirement Workshop
@ UCM Lee's Summit
Retirement Masterclass
Where:
University of Central Missouri - Lee’s Summit, Room B108
1101 NW Innovation Parkway
Lee’s Summit, MO 64086
When:
September 17th & 24th (Tuesday)
6:00 PM-8:00 PM
OR
September 19th & 26th (Thursday)
6:00 PM-8:00 PM
In this workshop you will learn:
How to claim your Social Security benefits in a tax-friendly manner
Know what mistakes to avoid when working with an advisor
Determine if ROTH Conversions fit inside of your plan
How to factor in market volatility and stress test your retirement plan
Strategies to consider if you want to potentially increase your monthly net income in retirement
Retirement investment strategies in or near retirement
How to create a bucket plan strategy with your investments and use dividends in or near retirement
Develop a tax-efficient income withdrawal plan for your retirement
This workshop is designed for those 50 and up, who are looking to develop a comprehensive retirement plan. The topics and subject vary from traditional retirement planning, strategies to maximize Social Security Benefits, how to start managing taxes in retirement now and create tax-free income, impact of bear markets and investment strategies near or in retirement.
Retirement Masterclass is delivered in a classroom-style format in a total of 4-4 1/2 hours (broken up into 2 nights) or less and comes with a workbook and workshop materials.
This workshop is not an annuity dinner seminar; this is a Retirement Workshop with a four-hour time commitment. You will leave with the knowledge and confidence to make better financial decisions in all areas of your retirement.
The Community College or University is not affiliated with the event and should not be contacted regarding the class.
Retire Ready Academy presenters are licensed and trained financial professionals. Retirement Masterclass does not promote or endorse any specific product or company, and no selling is allowed. Retirement Masterclass is an workshop for general, non-commercial, information only and are not intended to be construed as tax, legal, or financial advice. attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the workshop.
The goal of this workshop is to expose you to ideas and financial vehicles that may help you work toward your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. Please note that Kyle Hammerschmidt and its representatives do not give legal, tax or investment advice. The presenter, speaker and/or sponsor of this workshop as well as the information presented at the workshop is not related to, endorsed by, nor connected with and not approved by the Social Security Administration or any government agency or organization.