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