Beware and Prepare–Improving Your Health, Wealth and Assets (New)

 

Designated Tuesdays • 3:45 p.m.-5 p.m. • Shapiro AB

BEWARE: Avoid Losing Your Money in Retirement

July 23

Learn how to:

  • Protect your wealth and assets.
  • Avoid costly mistakes and losing money in your retirement plans.
  • Understand how money works, the Wealth Formula, inflation risk and market risk.
  • Use rollover retirement plans: 401(k)s, 403(b)s, 457s, TSPs, IRAs and annuities.
  • Maximize your Social Security benefits and retirement income.
  • Find the best places to put your money right now.
  • Get the right advice and optimize tax strategies.
  • Enjoy your golden years with peace of mind.

PREPARE: Disability, Long Term Planning and Final Expenses

July 30

If you love them, protect them. Protect yourself and your loved ones. Preparing now prevents regrets later.

Learn how to:

  • Protect your health and wealth with bank accounts, retirement plans and real estate properties.
  • Create a secure financial plan with advance health care directives, long term care plans, Medicare options, life insurance, durable power of attorney and HIPAA forms.
  • Ensure proper protection in case of disability, health problems and death.

Instructor: Rocky Pavone, CFEd®, CFE Certified Financial Educator®, & Registered Social Security Analyst®

Tech Coordinator: David Wilkinson