The Changing World of Retirement Planning

Jul 29th & Aug 5th or August 3rd & 10th

Moraine Valley Community College
9000 W. College Parkway
Palos Hills, IL 60465

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement.

• Determine if you have enough money for retirement
• Help protect your assets in a rising tax rate environment
• Use the 3 basic types of retirement accounts to improve cash flow in retirement
• Evaluate the benefits of a Roth Conversion
• Maximize Social Security income
• Help protect your portfolio against stock market loss during retirement
• Reduce, or eliminate unwanted expenses or delays with estate planning
• Understand if your portfolio is truly “diversified”
• Avoid the three basic “pitfalls” of retirement distribution planning

Changing World of Retirement Planning 2 Part Seminar on July 29th and August 3rd.


Register by phone: Call (815) 534-1133