RetireSmart Workshop hosted in Bluffton, SC

RetireSmart will help you with practical information you can apply!

Now that you’re about to retire or retired, your financial decisions are more important than ever! With so many ways to locate financial information, you must choose the method that’s right for you. The information in magazines, newspapers, and on the Internet can be conflicting or biased and no one is available to answer your questions.

RetireSmart blends life planning activities with time-tested financial strategies to help you make the most of your retirement. This comprehensive workshop is instructed by a qualified financial professional who can answer your questions and relate these topics to real-life examples.

RETIREMENT INCOME:

• Finding balance in retirement
• Social Security strategies
• How financial rules change at retirement
• Embracing a self-reliant retirement
• Required minimum distributions
• Pensions: lump sum or payments?

MAKING YOUR MONEY LAST:

• Estimating annual retirement expenses
• Calculating annual withdrawal rates
• The impact of declining markets
• Taxes and inflation
• Planning for long-term care expenses
• Understanding inflation
• Legal planning

INVESTMENTS:

• Feelings vs. behavior
• Investment considerations
• Common investment risks
• Risk management strategies
• Cash reserve accounts
• Mutual, index and exchange-traded funds

TAX:

• Roth Conversions
• Traditional IRAs vs Roth IRAs
• Social Security and taxes
• Tax efficiency and withdrawal choices
• Navigating income taxes
• Tax exempt vs. taxable income

ESTATE PLANNING:

• Reasons to update your estate plan
• Estate planning and distribution
• Choosing your beneficiary
• Will, intestacy, and trusts

Event Venue & Nearby Stays

University of South Carolina Beaufort - Bluffton campus - Hargray Building, Room 156, 1 University Boulevard, Bluffton, United States