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📅 Register for your FREE Spot Today!In this comprehensive class you will learn:
✔ The three core risks to retirement security—insufficient income, market volatility, and tax impact—and how to plan for each
✔ How benefit filing age decisions can affect your lifetime income by tens of thousands of dollars
✔ Why the traditional 4% withdrawal rule may no longer apply and what recent research suggests
✔ How market downturns and sequence of returns can deplete savings faster than expected
✔ Tax-efficient strategies including Roth conversions and RMD planning to help reduce your tax burden
✔ Common approaches to help your assets transfer to heirs while avoiding lengthy probate
📍 Location: B-105
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Event venue
450 Beverly Ct, Spring Hill, FL 34606-5307, United States
Tickets
Concerts, fests, parties, meetups — all the happenings, one place.