Retiring Smarter & United Way of Central Illinois Present:
Springfield, IL | February 18
Don't Wait to Discover Strategies for
Retiring in Financially Volatile Times
Registration Closes In:
WHAT IS RETIRING SMARTER?
Retiring Smarter and United Way of Central Illinois have joined together to bring this special retirement income planning workshop to Springfield, IL: Retiring Smarter.
Rising interest rates, high inflation, volatile stock and bond markets, new 401k/IRA distribution rules... If you recently retired or plan to in the near future, strongly consider attending the upcoming Retiring Smarter Workshop sponsored by United Way of Central Illinois. It will help prepare you to make informed decisions needed to navigate retirement in these worrisome times.
Over the last 25 years, this effective and fun program has helped thousands of local families successfully retire. Now it’s your turn!
This comprehensive workshop combines four empowering elements:
- Live instruction from knowledgeable professionals
- Entertaining videos
- 100 page, take-home workbook presented in an engaging, easy-to-understand format
- A customized retirement income plan built by each student throughout the workshop
Retiring Smarter addresses the following topics and issues:
- Inflation Adjusted Retirement Income Planning
- Personal Health and Medicare
- Tax Reduction Strategies
- Social Security Maximization
- Insurance Efficiencies
- Defined Benefit Pension Maximization
- Adult Children and Money
- Legacy Planning
- Investment Alternatives
- Tax Efficient Giving to Church and Charity
- Risk Management of Investments
- Long-Term Care Issues
- Investment Strategies for Older Investors
- Retirement Housing
Sponsor & Location:
Tuition:
$199 - The United Way of Central Illinois and Retiring Smarter are offering a full program scholarship to the first 30 local households who register.
Schedule:
This workshop meets once for a 7-hour session.
- Saturday, February 18 from 9:00 a.m. - 4:00 p.m.*
*Snacks and beverages will be provided. We will break 1 hour for lunch on Saturday.
Special Directions:
Use the North entrance of the building and follow signs to the conference room, not United Way's office.
Retiring Smarter Mission
- To help guide those preparing for retirement on how to make sound, fact-based decisions, which help them potentially avoid costly mistakes that can limit reaching their retirement income goals.
- To help current retirees review all areas of their lives to reduce stress and insure they and their families are fully prepared for any income challenges that may lie ahead.
Who Should Attend?
- People between the ages of 55 and 70.
- Those concerned with their finances and wanting to prepare for a stable retirement.
- Anyone looking for comprehensive guidance to help prepare for guaranteed retirement income.
Why Now?
- United Way of Central Illinois is offering a full program scholarship to the first 30 local households who register.
- Market volatility makes it more important than ever to pre-plan for your retirement income.
- The basic rule of thumb for retirement withdrawals no longer applies.
Your Registration Includes
- One session
- Workbook to follow
- A customized Retirement Income Plan
Schedule
- Saturday, February 18, 2023 from 9:00 a.m. - 4:00 p.m.*
© 2023 Retiring Smarter - All Rights Reserved
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/
Retiring Smarter
207 S. Walnut Rochester, IL 62563
Program taught by Retirement Defenders Inc. Mark Pettyjohn offers Securities and Daniel Morris offers Securities and Advisory Services through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Retirement Defenders and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. Attend and learn how life insurance and annuities can be used in various planning strategies for retirement. The presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit www.ssa.gov.