Held at K-State Campus in Olathe, KS
JOIN US FOR A RETIREMENT WORKSHOP
RETIREMENT MASTERCLASS
Discover How to Create a Retirement Plan in Your Best Interest
Introducing Retirement Masterclass
Retirement Masterclass is an informational workshop that covers the three main areas of holistic retirement planning. This course is designed for those 50 and up, who are looking to develop a holistic retirement plan. Traditional retirement “planning” consists of a stack of statements, a diversified pie chart and social security benefits. This workshop will help to guide you on how to create your own 21st Century Retirement Plan.
The workshop is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date information on retirement strategies.
Retirement Masterclass was created because of the lack of proper financial information in all areas of retirement. We will show you about the four-plan approach to creating a holistic retirement plan that will cover the main areas of your life.
The topics and subjects vary from traditional retirement planning, strategies to maximize Social Security benefits, how to start managing taxes in retirement now and create tax-free income, impact of bear markets and the importance of bucketing your retirement savings. Attendees will increase their awareness of the overall risk in the markets, as well as why retirees could face a potentially higher tax bracket in the future.
EVENT DETAILS
Held At K-State Olathe Campus
22201 W. Innovation Dr. Olathe, KS 66601
– On June 28th this event will be held in Room 100b
– On June 30th this event will be held in Room 145b
SCHEDULE
Tuesday, June 28th at 6:00 p.m. – 8:30 p.m.
OR
Thursday, June 30th at 6:00 p.m. – 8:30 p.m.
Registration Fee: $39 $0*
Includes all workshop materials and fees.
*The cost of this workshop and workshop materials is $39 which is being waived
during this special. Includes one workbook per household.
On-location workshop sizes and seating are limited to ensure your safety, so register today!
Advance registration is required.
About Your Presenter
Michael Terrio
My goal is to empower you to make more informed decisions about your financial lives and show you how to better protect and potentially increase your wealth, while possibly reducing your retirement taxes. This is all done by using an informational based approach to your retirement.
Many pre-retirees and retirees I have met are working with financial advisors that may not have their best interest at heart. All they have to show is a stack of statements, a diversified pie chart, hidden and confusing fee schedules, and no real plan. All decisions in your own best interest start with proper retirement information and an investment of time!
About Retirement Masterclass
Our mission is to deliver straightforward and engaging retirement information for adults between the ages of 50 – 70. The workshop was established to help you make informed decisions on all areas of your retirement including healthcare in retirement, social security benefits, tax minimization strategies for retirement, investment & legacy planning.
The workshop was designed to provide you with tools and strategies that will allow you to build a comprehensive retirement plan and commit to “getting smart” about key elements of your plan. It will help to guide you on how to build and keep your wealth with advanced tax minimization strategies and investment planning.
Who Retirement Masterclass is for:
- Individuals who are recently retired or returning in the next 15 years
- The majority of your retirement savings are in tax-deferred accounts and you are worried about future taxes in retirement
- Your retirement plan consists of a diversified portfolio, a social security statement and a “Naked Investment Plan”
- Individuals wanting to increase their financial literacy and create their own holistic retirement plan… (Income Distribution Plan, Investment Plan and Tax Minimization Plan)
- Investors seeking guidance on how investments, strategies and stock markets apply to them specially
- Understand the difference between fiduciary and non-fiduciary advice
- Learn how to Optimize your Social Security around your assets and pension
- How to create a bucket plan strategy with your investments
- Why ROTH conversions and TCJA could impact your retirement
Discover How to Create a Retirement Plan in Your Best Interest:
- Define your ideal retirement with a concrete plan that aligns with your core values.
- See the latest academic research to maximize your retirement savings.
- Discover why your retirement plan needs to consist of more than a stack of statements and a diversified pie chart.
- Obtain the strategies, tools, skills and objective information to confidently prepare for the retirement you deserve.
This Workshop Will Address The Following Topics:
- Tax minimization in a volatile market.
- How to maximize ROTH conversions in a down market.
- How to decide the best method of taking income during retirement.
- What are the core estate documents to have in place.
- Options for taking Social Security benefits.
- Ways to mitigate taxes before and after retirement.
- How to align your investments to meet your income needs in retirement.
Enroll Now
Registration Fee: $39*
$0*Includes all workshop materials.
*Registration fee waived.
