This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Josh will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms on Tuesday, April 1st at 6PM EST.

The class will take place at:

Fort Wayne Manchester University, Room 153

10627 Diebold Rd, Fort Wayne, IN 46845

Key Concepts Covered

• Determining your personal risk tolerance and your own unique retirement strategy

• The relationship between growth, protection, and liquidity in your portfolio

• Strategies to help combat inflation and interest rate changes

• Ways to reduce or eliminate taxes on your retirement income

• Maximizing your Social Security benefit and minimizing taxes

• Your IRA and 401K options, including the pros and cons of Roth

• How to create an income stream you can’t outlive

• Planning for the unexpected - the basics of Medicare, Long-term Care, and Estate Planning

You Should Attend…

• If you are concerned about stock market risk, taxes, inflation, or the next recession

• If you have a fear of running out of money in retirement

• If you are looking for objective information about Social Security, Medicare, and Long-Term care

• If you want a better understanding of your IRA/401(k) options

• If you want to make wiser decisions about your retirement and financial future

Presented By:

The Retirement Wealth Academy was established by seasoned veterans in the industry and exclusively welcomes like-minded educators who share our values: to teach a disciplined approach to financial planning, to provide an objective outlook on retirement investing, and to empower students with a comprehensive understanding of complex financial topics.

This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Josh will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms on Thursday, April 3rd at 6PM EST.

The class will take place at:

Fort Wayne Manchester, Room 153

10627 Diebold Rd, Fort Wayne, IN 46845

Key Concepts Covered

• Determining your personal risk tolerance and your own unique retirement strategy

• The relationship between growth, protection, and liquidity in your portfolio

• Strategies to help combat inflation and interest rate changes

• Ways to reduce or eliminate taxes on your retirement income

• Maximizing your Social Security benefit and minimizing taxes

• Your IRA and 401K options, including the pros and cons of Roth

• How to create an income stream you can’t outlive

• Planning for the unexpected - the basics of Medicare, Long-term Care, and Estate Planning

You Should Attend…

• If you are concerned about stock market risk, taxes, inflation, or the next recession

• If you have a fear of running out of money in retirement

• If you are looking for objective information about Social Security, Medicare, and Long-Term care

• If you want a better understanding of your IRA/401(k) options

• If you want to make wiser decisions about your retirement and financial future

Presented By:

The Retirement Wealth Academy was established by seasoned veterans in the industry and exclusively welcomes like-minded educators who share our values: to teach a disciplined approach to financial planning, to provide an objective outlook on retirement investing, and to empower students with a comprehensive understanding of complex financial topics.

Join us on Wednesday, April 30th at 10:00am EST for an in-depth webinar designed to help federal employees understand and optimize their retirement benefits under the Federal Employees Retirement System (FERS) and Civil Service Retirement System (CSRS).

What You’ll Learn:

• FERS & CSRS – Key differences, eligibility, and retirement benefits

• Special Retirement Supplement – How it works and who qualifies

• Social Security – Strategies to maximize your benefits alongside your federal retirement

This is a valuable opportunity to gain expert insights from seasoned presenters who have helped countless federal employees navigate their retirement benefits. Plus, you'll have the chance to get your questions answered live during our interactive Q&A session. Register for the webinar below!