Retirement Academy - Free Admission

Join licensed agents Craig Morrison, Jeannie Pond and Erika Windley for an insightful and comprehensive one-hour session at Retirement Academy, where we will guide you through the essential steps for planning a successful retirement. Whether you're just starting to think about retirement or getting closer to your retirement date, this event will provide valuable information to help you make informed decisions.

Event Highlights:

1. Social Security Basics:
   Understand how Social Security works and how to maximize your benefits. We'll walk you through the key decisions to make regarding when to start claiming Social Security, and how your benefits are calculated and adjusted over time.
2. Medicare Basics & Medicare Insurance Products:
   Learn about the fundamentals of Medicare, including eligibility, enrollment periods, and the differences between Medicare Part A, B, C, and D. We will also dive into the various Medicare insurance products available to you and help you understand how to choose the right coverage to meet your health needs during retirement.
3. Transitioning from 401(k) or 403(b) to IRA Rollovers:
   As you prepare for retirement, we’ll explore the ins and outs of rolling over your current retirement savings plans, such as 401(k)s or 403(b)s, into an Individual Retirement Account (IRA). We'll discuss rollover suitability, tax implications, and how this transition can help streamline your retirement strategy.
4. Risk Tolerance and Investment Strategy:
   Learn how to assess your personal risk tolerance and how it impacts your retirement investment strategy. We’ll help you understand the different types of investments and how to align your portfolio with your risk preferences to ensure you're on the right track to meet your retirement goals.
5. Introduction to Final Expense Planning:
   We will introduce you to the importance of planning for final expenses, such as funeral costs, medical bills, and other end-of-life financial matters. This section will cover options for pre-paying or securing life insurance policies designed to ease the financial burden on your loved ones, allowing you to leave a legacy without financial stress.

This session will provide clear, actionable information in a relaxed, informative setting. You’ll leave with a basic understanding of how to manage your retirement benefits, whether it’s health coverage, Social Security, your savings, or end-of-life planning.

We will ensure you’re equipped with the resources and contacts needed to move forward with confidence into your retirement journey!Reserve your spot today and take control of your future!

Event Venue & Nearby Stays

Fabian Insurance Services, 6157 Florida Avenue South, Lakeland, United States