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Comprehensive Retirement Planning Class

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.

Earlier Event: April 1
Comprehensive Retirement Planning Class
Later Event: April 30
Federal Benefits Webinar

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.