A Retirement 101 Academic Crash Course for the confused and frustrated. Become a Savvy and Smart Consumer! This is a one-day educational event.

You’ll learn how to:

• Define retirement and what’s important to you
• Realistically estimate your income and expenses
• Create a steady and reliable income stream for retirement
• Understand your distribution options
• Avoid 4 potentially costly Social Security mistakes
• Determine whether or not to convert your IRA to a Roth IRA
• Estate tax rules are changing; prepare now to protect your estate from the IRS
• Navigate the Tax Cut and Jobs Act’s changes to tax rules
• And much more…

CALL US TODAY TO REGISTER: 314-909-1116