Course Description

A Two-Day Workshop to Help You Preserve, Grow, and Protect Your Retirement Income

Day 1: "Tax Planning in Retirement – Understanding How Taxes Really Work"

• How different types of retirement income are taxed (Social Security, pensions, IRAs, etc.)
• Tax brackets in retirement and their impact on withdrawal strategies
• Managing Required Minimum Distributions (RMDs)
• Roth conversions, charitable giving, and other tax-savvy tools
• Avoiding common tax pitfalls that reduce retirement income

Day 2: "Investment Fundamentals – Building Confidence and Clarity"

• Understanding the basic types of investments: stocks, bonds, mutual funds, ETFs
• The role of diversification, risk, and return in a retirement portfolio
• Balancing income needs with long-term growth
• Simple strategies to stay informed and in control