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REGISTRATION REQUIREDWhat you learned about retirement may no longer be relevant in today’s volatile environment, and the steps your parents took to retire might not work for you. We compare former thinking with today’s circumstances and talk about preparing to retire in today’s rapidly changing economic environment. You’ll learn about the mistakes people make when they start taking income from their retirement nest egg, about what causes Social Security to be taxed, and steps to take in order to minimize or eliminate taxation of Social Security. Above all else, you’ll learn how to develop a custom strategy that’s just for you, to meet your personal objectives as you navigate a retirement world filled with new and changing headwinds all in the heat of an election year.
Is it wise to take your financial cues from the media that bears no responsibility for the soundness of the advice they give you? Instead, learn from a trusted, reliable, unbiased academic source. This course is designed to present you with an exhaustive and comprehensive view of the information you need, pointing out opportunities to consider and pitfalls to avoid on your way to retiring in this season of life.
A drink ticket and chips will be provided!
How to optimize the different types of retirement accounts to maximize cash flow
The impact that tax law changes will have on your retirement income
What to do to get the most out of Social Security
How to build a “truly diversified” retirement portfolio
Whether you’ll have enough money to last throughout retirement
How to determine whether Roth conversions will help you
How you can reduce or eliminate unanticipated estate expenses
How to avoid the pitfalls of taking retirement income distributions
Encompass More Asset Management LLC (“Encompass More AM”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, in their individual capacities are also registered representatives of Encompass More Investments, LLC, Member FINRA/SIPC (“Encompass More Investments”). As a registered representative, securities are offered through Encompass More Investments, which is separate from Encompass More AM. Encompass More Investments and Encompass More AM are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
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Event Venue & Nearby Stays
Pagoda City Brewing, Reading, United States
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