MARCH/APRIL 2021 - ADULT EDUCATIONAL COURSE Baby Boomer Retirement Secrets Rockford, IL- Most people who are approaching retirement have a few main concerns on their minds. Am I going to be ok? Do I have enough to retire? Am I doing everything right? When is the best time for me to pull the trigger? This course was designed to help eliminate the fear and overwhelm that come from making this important life transition. Our goal for you after taking this class is that you will be able to move ahead with confidence, potentially avoid some big mistakes, and find yourself ready for a happy and stress-free retirement! If you are getting close to retirement in the next 3 months to 5 years then this information will help you make some of the most important irreversible decisions of your life. That’s right some of the decisions you will need to make are ones that you only get one shot at getting right. Our goal is that you will learn to maximize your income from Social Security, your investments, and your pension all while taking a very conservative approach. Some Questions We Will Cover: How to evaluate and Minimize investment risks? How to select the right retirement distribution plan for you? How to use the new tax laws to your advantage? How to determine the amount of money you need to retire? How to properly allocate assets within your employer retirement plan? What are the 3 most important things I need to know about investment risk? What 7 concepts must I understand to develop a good Estate Plan for my family? Date: March 24th & March 31st or April 1st & April 8th Time: 6:30PM - 8:30PM Location: Northwestern Illinois University Rockford Educational Center 8500 E. State Street Rockford, Illinois 61108 Register Today: Call 1-800-637-1828 Tuition: FREE DUE TO COVID RESTRICTIONS AND EXTREMELY LIMITED SPACE, THIS EVENT IS ONLY FOR NEWLY INTERESTED PEOPLE NEARING RETIREMENT AND NOT FOR EXISTING CLIENTS. LIVE DINNER EVENTS FOR CLIENTS AND THEIR FRIENDS WILL BE COMING BACK SOON FOR ANYONE WANTING A REFRESHER COURSE.
