About this Event
Light appetizers and beverages will be served.
Speaker: Steven Barker
With over a decade of financial expertise, Steven Barcker is a dynamic and trusted advisor dedicated to helping clients achieve their financial goals with confidence. Specializing in retirement planning, wealth preservation, and generational asset transfers, Steven combines his Chartered Retirement Planning Counselor (CRPC®) designation with a personalized, holistic approach to deliver tailored solutions that empower his clients. Known for building strong, long-lasting relationships, Steven offers more than just financial strategies—he provides peace of mind by ensuring every decision is designed to secure a prosperous future for both clients and their families.
Speaker: Eric Brown
Eric has been in the financial services industry for over six years and has worked with hundreds of clients creating financial plans centering around peace of mind and longevity. Eric supports a long-term balanced approach focusing on aligning the client’s portfolio with their unique goals and risk tolerance.
Eric firmly believes financial planning should be an extremely personal process and always catered towards each individual specifically. As a result, he always seeks to develop strong and personal relationships with his clients. Eric joined LSF Capital because of this belief. He feels that he is in the perfect place where he can offer the best advice while serving his clients with a family office feel.
TOPICS WE WILL DISCUSS
RETIRING TODAY
- The old retirement vs. TODAY’S retirement
- How to create a clear vision for retirement that could lead to less stress and more happiness.
TAX RATE RISK
- Why experts say tax rates could double
- How rising taxes may affect your retirement cash flow
- The “Catch 22” of 401k’s and IRA’s
- How lost deductions may affect your taxes in retirement
RETIREMENT INCOME PLANNING
- The three basic retirement accounts
- How to accumulate dollars in the right types of accounts for future retirement income
- What’s better for you: tax-deferred or tax-free accounts?
- How to define a “true” tax-free investment
- When should you convert to a Roth?
- How IRA’s and 401k’s cause Social Security taxation
- Strategies to reduce or eliminate taxes in retirement
MAXIMIZING SOCIAL SECURITY
- The causes of Social Security taxation
- The Social Security thresholds you need to be aware of
- The real cost of Social Security taxation
- Strategies to eliminate Social Security taxation
- Social Security maximization strategies
RETIREMENT DISTRIBUTION PITFALLS
- How the new rules on “Rate of Withdrawal” affect People Nearing Retirement
- How to ensure you won’t run out of money in retirement
- How to liquidate retirement assets in the right order
- How to eliminate “sequence of returns” risk
WHY LOSSES DURING RETIREMENT MATTER
- The impact of dramatic market loss in retirement
- Is “buy and hold” appropriate in retirement?
- How to safeguard against two types of investment risk
- How to shield your assets from stock market volatility
- Why “asset allocation” alone may not be enough
- How to truly diversify your retirement portfolio
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend?
No, there is no cost to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything?
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
Event Venue & Nearby Stays
Coconut Creek Community Center - Meeting Room B, 1100 Lyons Road, Coconut Creek, United States
USD 0.00
