Course Description

Instructor: Angela Rehkop, ChFC®, CFP®

Course includes workbook.

In the past, retirement often meant switching from a paycheck to a pension check, contacting Social Security to get benefits in motion, and maybe supplementing that income with the proceeds from downsizing a home or renting a property.

But times have changed.  Retirement can now mean piecing together a big puzzle, composed of a variety of different resources, to ensure you have enough to live on- and maybe have something left to pass on to heirs if that's one of your goals. 

These four factors could affect your retirement lifestyle:

• Social Security: Deciding carefully when and how to tap your benefits.
• Income Strategy: Developing an income strategy that covers your everyday expenses and basic needs, funds your "wants", and still leaves room for "surprises"
• Tax Planning: Making sure that Uncle Sam doesn't get more than his fair share.
• Legacy Planning: Planning for your later years and beyond, especially if one of your objectives is to leave a legacy. 

Bio: Angie Rehkop has spent over 30 years in financial services, and her background makes her uniquely positioned to help her clients organize themselves financially and plan for retirement on their terms.  At Financial Care Providers they've weathered market cycles, closed estates, transitioned businesses, and navigated unique situations.  They develop and recommend the right solutions for our clients because they are empowered to be independent thinkers based on decades of personal experience, an extensive resume’ of professional practice, a broad base of industry relationships and a host of strategic contacts serving your specific needs as they arise.