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Keys to Exceptional Retirement Class Fall 2019

Community Event

Keys to Exceptional Retirement Class Fall 2019

September 26,2019

6:30 PM - 8:30 PM

The Citadel

Details

Registration link: http://citadelkeys.eventbrite.com

This 2-day course is for People who Want a Stress Free Retirement – But Aren’t Sure How.

Class Dates & Times:
– Class 1: Thursdays Sept. 26 & Oct. 3 6:30 pm – 8:30 pm
– Class 2: Tuesdays Oct. 1 & Oct 8 6:30 pm – 8:30 pm

The class cost is $49. Please note that there is a $10 discount if you use promo code KEYSEARLY before September 9, 2019.

We have been teaching this 2-day course on retirement finances for several years at various locations throughout the Low Country, including The Citadel and USC, Beaufort. 100’s of people in your community have attended.

This course is for you if you:
– Want to Wipe Out Your Retirement Anxiety?
– Afraid of outliving your money?
– Not sure how to protect the wealth you spent a lifetime building?
– Wondering if you have enough to finally retire?

– Are You Someone Who Is?
– Worried that your portfolio could lose ½ its worth in the next market downturn?
– Overwhelmed with the seemingly infinite financial decisions on the horizon?
– Anxious to ensure your spouse will be well taken care of?

– How Wonderful Would Your Life Be If You?
– Put an end to these concerns,
– Avoided typical mental mistakes with retirement spending

In this class You will learn to:
– Protect investments against market volatility
– Manage the finances if your spouse is unable
– Figure out the cost to maintain your lifestyle throughout retirement
– Determine proper portfolio withdrawal rates
– Calculate RMD’s and assess Roth Conversions
– Ensure your estate plan is in order
– Prepare for rising health care costs & evaluate long-term care

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