FREE, TWO Night Retirement Workshop AT KU EDWARDS OVERLAND PARK

Retirement Masterclass

April 15th & 22nd (Tuesday)

6:00 PM – 8:00 PM

OR

April 17th & 24th (Tuesday)

6:00 PM – 8:00 PM

KU Edwards, Regnier Hall 165
12610 Quivira Rd
Overland Park, KS 66213

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Summary

This workshop is designed for those 50 and up, who are looking to develop a comprehensive retirement plan. The topics and subject 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 investment strategies near or in retirement.

Retirement Masterclass is delivered in a classroom-style format in a total of 4-4 1/2 hours (broken up into two nights) or less and comes with a workbook and workshop materials.

This workshop is not an annuity dinner seminar; this is a Retirement Workshop with a four-hour time commitment. You will leave with the knowledge and confidence to make better financial decisions in all areas of your retirement.

In this workshop you will learn:

How to claim your Social Security benefits in a tax-friendly manner.
Know what mistakes to avoid when working with an advisor.
Determine if ROTH Conversions fit inside of your plan.
How to factor in market volatility and stress test your retirement plan.
Strategies to consider if you want to potentially increase your monthly net income in retirement.
Retirement investment strategies in or near retirement
How to create a bucket plan strategy with your investments and use dividends in or near retirement
Develop a tax-efficient income withdrawal plan for your retirement.

FAQs

What will I learn?

How to retire with more than a stack of statements and a diversified pie chart! Together, we will evaluate challenges and opportunities retirees and pre-retirees face today and over the course of retirement.

Who are these workshops for?

Each workshop will have material catered to various situations, but in general, our workshops are intended for pre-retirees aged 50-70 who are in or near retirement.

Where are the workshops held?

Workshops are taught at a local college or university classroom in your Overland Park or Oalthe. The venue will vary depending on your location and time of the year.

What is the commitment if I register for a workshop?

A commitment of time and attendance! Workshops can quickly fill up, leaving hopeful attendees on a waitlist, so we ask that registrants let us know as soon as possible should a schedule conflict arise.

Who presents the workshop?

The workshop will be presented by a local, independent fiduciary advisor who will be providing accurate and up to date information. Each workshop will provide general, unbiased information to you the attendee. At the conclusion of each workshop, you the attendee may request to speak with the presenter in a private setting if you so choose.

How long will each workshop last?

The Retirement Masterclass typically last 2 hours and consists of 2 sessions.

Is anything for sale?

No, there is nothing to be bought. This is purely an informational course. These workshops are not annuity dinner seminars!

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