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Changing World of Retirement Planning- Saturday Only




Changing World of Retirement Planning- Saturday Only

Saturday, February 01, 2020

9:00a - 2:00p MST

West Ada School District Training Center

West Ada School District Training Center

1303 E. Central Dr.
Meridian, ID 83642
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PT5H

YOU WILL DISCOVER HOW TO:
• Evaluate the impact of the new tax law changes on
your retirement
• Determine if you have enough money for retirement
• Use the 3 basic types of retirement accounts to
maximize cash flow in retirement
• Evaluate the benefits of a Roth Conversion
• Maximize Social Security income
• Reduce, or eliminate unwanted expenses
or delays with estate planning
• Understand if your portfolio is
truly “diversified”
• Avoid the three basic “pitfalls” of
retirement distribution planning


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