We provide an overview of the many ways to successfully plan for retirement. This workshop gives individuals a summary of the different types of self-directed retirement plans, including IRAs, ROTH, 401(K), 403(B), 457(B), and Federal TSP Funds. Moreover, this presentation reviews tax-free, tax-deferred, and taxed options, determining what choice works best in a variety of situations.

Also, we will hold a discussion on pension plans, including Federal Pension, STRS and CalPERS. Our mission is to help attendees understand some key retirement planning terms and options, including roll-overs, qualified plans versus non-qualified plans, and 72t distributions.

This workshop is designed for individuals who are within 10 years away from retirement or currently retired and are interested in learning how to develop a solid retirement income plan. During this seminar, we will address the eminent challenges that will be faced or considered when developing a plan, including the sequence-of-returns risk.

This practicum offers an overview of why retirees run out of money, giving updated information regarding the 4% distribution rule. Moreover, this workshop provides an understanding of the importance of balancing risks within your retirement portfolio, helping you discover what a successful retirement looks like on a personal basis.

Furthermore, this seminar provides tools for helping individuals calculate their retirement income gap. We will also review income distribution from retirement accounts, including taxed versus non-taxed plans and RMDs.

• Understanding Your Long Term Care Planning Options
• Managing Risks within your Retirement Plan
• The Hybrid Retirement Plan
• Social Security & Medicare
• Estate Planning Key Facts & Overview

No Event Is Too Small

One of our most popular presentations is the “wine & cheese” event. Nice way to learn while enjoying local wines.