The Changing World of Retirement Planning

Tuesdays, October 1st & October 8th
or
Thursdays, September 26th  & October 3th

Moraine Valley Community College
Building M, Room M201
9000 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.

YOU WILL DISCOVER HOW TO:
• 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

or