The Changing World of Retirement Planning

Wednesdays, Oct 27 & Nov 3
Thursdays, November 4 & 11

Moraine Valley Community College
Southwest Education Center
17900 S 94th Ave
Tinley Park, IL 60487

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

Register by phone: Call (815) 534-1133