Free
Retirement
Course @ Pasco Hernando State College Spring Hill Campus
Take Point Retirement Freedom Plan
October 13
(Tuesday)
6:00 PM - 7:00 PM
Retirement planning is about more than just saving. It's about protecting what you've built, creating reliable income, and reducing risk. This class covers the key threats to retirement security, benefit optimization strategies, how market volatility affects your savings, tax-efficient withdrawal planning, and steps to help your assets pass to loved ones smoothly. Be the one who knows the difference and how it affects your retirement.
What You’ll Learn:
• Insufficient income, market volatility, and tax impact and how to plan for each.
•How filing age affects your lifetime benefits and what to consider before claiming.
• Why the traditional 4% rule may need adjusting and what recent research suggests.
• How bear markets, sequence of returns, and recovery math can impact your savings.
• Roth conversions, RMD planning, and approaches to reduce your tax burden in retirement.
• Common ways to help assets transfer to heirs while avoiding lengthy court processes.
• And more!
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Attendees have told us they wished they would have attended a course sooner; don't miss out! Start building a better retirement today.
Yes, I want to learn! No thanks