The Changing World of Retirement

We are hosting an educational event titled “The Changing World of Retirement,” created to help individuals plan confidently for the future. This is especially valuable for those facing retirement in today’s changing financial landscape.

Attendees will learn how to:

• Understand how recent tax law changes, including OBBBA legislation, may affect retirement planning
• Determine if they are financially ready to retire
• Maximize cash flow using the three basic types of retirement accounts
• Evaluate the benefits of a Roth conversion
• Increase Social Security income
• Reduce estate planning delays and unnecessary expenses
• Know whether their portfolio is truly diversified
• Avoid the three most common retirement distribution mistakes
• Mitigate long-term care risk through proactive planning

This course is ideal for anyone building a retirement plan, approaching retirement, or recently retired. It provides practical strategies for building and preserving wealth, especially during uncertain or volatile times.

Tue, October 31

9:00 am – 12:00 pm

Cost

• There is no cost to attend this event.
• The two-volume workbook is provided complimentary to attendees.

Register: www.nsfe.org Course ID: 36811