Financial Wellness Check-up: Planning for Retirement @ Indiana Wesleyan University Louisville Education Center, Louisville [14 June]

Financial Wellness Check-up: Planning for Retirement


43
14
June
18:00 - 20:00

 Facebook event page
Indiana Wesleyan University Louisville Education Center
1500 Alliant Ave, Louisville, Kentucky 40299
Ever wonder what it takes to Retire Successfully?
Consider attending our Two Hour FREE Workshop June 14th from 6 — 8 P.M.

As a Non-Profit, The Society of Retirement Educators (SRE) has one mission: To share Free and Valuable information for those that need it. If you would like to know the answers to the questions listed below, this workshop is for you:

-How can I live comfortably in retirement?
-What is guaranteed income?
-How can I optimize my Social Security benefits?
-How can I ensure my healthcare costs will be covered?
-How is my tax situation changing and how can I create tax advantages?
-Should I consider downsizing, or stay where I am?
-What risk level is appropriate for my life stage?
-Is my legacy plan still relevant?

We will provide valuable workbooks that will review the classroom information covered during the workshop.

**The new tax cuts will also be explained as well as how to maximize their benefits in your retirement.

Feel free to message us on FB to set up your reservation or call our home office number at 770-814-6374 and feel free to also email us at [email protected]
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