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

03
Feb
Changing World of Retirement Planning
Description
Date and Time
February 3 - February 12, 2020
6:30p - 9:30p MST
Location
West Ada School District Training Center
1303 E. Central Dr.
Meridian ,
ID
83642