Upcoming Courses

RETIREMENT PLANNING IN TODAY’S ECONOMY

Tuesday/June

20th

North Tampa Branch Library

Community Room
8916 N Blvd
Tampa, FL 33604
Tuesday, June 20th | 6:30 PM
Instructor: Sandy Morris

Wednesday/June

21st

North Tampa Branch Library

Community Room
8916 N Blvd
Tampa, FL 33604
Wednesday, June 21st | 6:30 PM
Instructor: Sandy Morris

RETIREMENT &  TAX PLANNING TODAY IS A RETIREMENT MASTERCLASS THAT COVERS ALL AREAS OF RETIREMENT PLANNING.

Retirement & Tax Planning Today covers the three main areas of retirement planning. This masterclass is designed for those 50 and up, who are looking to develop a comprehensive retirement plan. Traditional retirement “planning” consists of a stack of statements, a diversified pie chart and social security benefits. This masterclass will show you how to create your own 21st Century Retirement Plan.

Retirement Masterclass Description

This 4-hour masterclass (broken up into 2 nights) provides retirement information for those aged 50 and up. The topics and subject vary from traditional retirement planning, strategies to maximize Social Security Benefits, how to start managing taxes in retirement now and create tax-free income, impact of bear markets and the importance of bucketing your retirement savings. Attendees will increase their awareness of the overall risk in the markets, as well as why pre-retirees could face a higher tax bracket in the future. It is not designed to give specific solutions to individual needs.

This masterclass is not an annuity dinner seminar; this is a 4-hour time commitment. You will leave with the knowledge and confidence to make better financial decisions in all areas of your retirement.

Retirement Masterclass was designed to provide you with tools and strategies that will allow you to build a comprehensive retirement plan and commit to “getting smart” about key elements on your plan. It will show you how to build and keep your wealth with advanced tax and investment planning. By the end of the Masterclass, you should be able to:

  • Understand the importance of comprehensive retirement planning.
  • Strategically claim your Social Security benefits in a tax-friendly manner.
  • Develop a tax-efficient income withdrawal plan for your retirement.
  • Know the difference between fiduciary and non-fiduciary.\
  • Develop your own bucket strategy with your investments.
  • Know what mistakes to avoid when working with an advisor.
  • Determine if ROTH Conversions fit inside of your plan.
  • How to factor in market volatility and stress test your retirement plan.
  • Strategies to consider if you want to potentially increase your monthly net income in retirement.
  • Retirement investment strategies in or near retirement

  • Individuals who are recently retired or retiring in the next 15 years
  • Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
  • Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
  • Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Income Plan, Investment Plan, and Tax Plan)
  • Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
  • Understand the difference between fiduciary and non-fiduciary advice
  • Learn how to Optimize your Social Security around your assets and pension
  • How to create a bucket plan strategy with your investments and use dividends in or near retirement
  • Why ROTH conversions and TCJA could impact your retirement

ABOUT THE RETIREMENT MASTERCLASS INSTRUCTOR

The masterclass will be presented by a local, independent fiduciary advisor who will be providing accurate and up to date information. Each masterclass will provide general, unbiased information to you the attendee. At the conclusion of each masterclass, you the attendee may request to speak with the presenter in a private setting if you so choose.

COMPLIMENTARY TUITION & WORKBOOK

Retirement Institute of America offers a variety of courses and workshops. The Retirement & Tax Planning Today is delivered in a classroom-style format over a 2-hour span or less and comes with an interactive workbook and a wide-range of workshop materials and other useful printed content.

REGISTER NOW

Retirement Institute of America instructors are licensed and trained financial professionals. RIoA workshops do not promote or endorse any specific product or company, and no selling is allowed. Sandy Morris Financial and The Retirement Institute of America are not tax experts, and all prospective clients should consult their tax advisor before making any investment decisions.