About this Event
Retirement brings a series of decisions that can shape the next thirty years: when to take Social Security, what to do with a pension or company stock, how taxes change once the paychecks stop, and how to leave things in good order for the people you love.
Design Your Dream Retirement is a two evening education workshop that walks through each of these decisions in plain language. It is held in a classroom setting at the Hyatt Regency Houston West in the Energy Corridor, with real examples and time for questions throughout.
No dinner. Just education.
WHAT YOU WILL LEARN
**When can I retire?
A clear framework for looking at where you stand today and what goes into the timing of retirement.
**Social Security timing
How claiming decisions work for individuals and couples, and why the timing matters.
**Pension and company stock decisions
How pension options work, and the questions to ask before choosing how to take a pension or handle company stock.
**Taxes in retirement
How taxes affect retirement income, including withdrawals and the order you draw from different accounts.
**Roth conversions and required minimum distributions
When converting may make sense, and how required withdrawals affect taxes later in retirement.
**Making retirement income last
How to think about risk, diversification, and where retirement income comes from.
**Charitable giving and legacy planning
How to give to family and charities in a tax-efficient way.
**Estate planning basics
Probate, beneficiary designations, and the difference between wills and trusts.
THE DETAILS
Monday, November 16 AND Wednesday, November 18
7:00 PM to 9:00 PM, doors open at 6:45 PM
Hyatt Regency Houston West, Woodbine Room
13210 Katy Freeway, Houston, TX 77079
Free parking is available in the hotel parking garage.
One registration covers both evenings. Spouses and partners are encouraged to attend together, since these decisions affect the whole household. Seating is limited, so please reserve your seat at https://beretirementprepared.com/1116111826-energy-rsvp.
Event venue & nearby stays
Hyatt Regency West Houston, 13210 Katy Freeway, Houston, United States
Concerts, fests, parties, meetups — all the happenings, one place.