Financial Classes

The Changing World of Retirement Planning

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

 

Intended for Adults aged 50 or older
with a net worth of $500,000 or more.

 

You Will Discover How To:

  • Determine if you have enough money to retire
  • Use 3 basic types of retirment accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Insulate yourself from the impact of rising taxes
  • Maximize Social Security income
  • Plan to avoid running out of money in retirement
  • Create a strategy designed to keep pace with inflation
  • Manage risk and strive to improve return on your investments
  • Protect against a long-term care event

Greenville Technical College

Barton Campus
Dreisbach/Anderson Student Success Center

506 South Pleasantburg Drive
Greenville SC 29607

Thursdays
September 29th & October 6th
6:30 pm to 9:30 pm

– OR –

Tuesdays
October 4th & 11th
6:30 pm to 9:30 pm


Additional dates may become available online.

Our approach and most of all our strategies are unique, cost-effective, and designed to help maximize our client’s financial lives.
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To download this brochure, please provide the following information:

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