Retirement 101: Planning For Success
You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Featuring Your Professor:
David Scher
Something about him
Upcoming Classes
William Patterson University
Grant Hall • Room 223
300 Pompton Road,
Wayne, NJ 07470
Thursday, May 2nd
6:00 PM
- OR -
Thursday, May 2nd
6:00 PM
THIS ONE-NIGHT CLASS IS PACKED FULL OF VITAL
INFORMATION ALL RETIREES NEED TO KNOW.
Our retirement course is designed to give you a concise version of everything you need to know to create a successful retirement.
INCOME PLANNING
Social Security
What you need to know about recent changes.
How to maximize benefits and when the deadlines are.
Picking the strategy that’s right for you.
Pensions
How to pick the option that’s right for you.
How to create a reliable income stream if you don’t have a pension.
Efficient Withdrawal Strategies
Learn about the SECURE Act 2.0 and how to coordinate taxable, tax-deferred, and tax-free investments.
FINANCIAL CONCERNS
Today’s Market is Uncertain; What Now?
How to Help Protect Your Profits from a Volatile Market.
Preparing for Inflation and Taxes.
Understanding the Differences Between Advisors.
Running Out of Money and Strategies to Help.
PREPARING FOR THE UNEXPECTED
How to Determine Your Worst-Case Scenario: "Survivorship Planning.
Planning for Longevity.
Health Care Planning.
What Happens After You’re Gone?
HOW TO NAVIGATE TODAY’S RETIREMENT CHALLENGES.
From Recession, High Inflation, and Higher Taxes to the Volatile Market and Life Expectancy.
THE 7 KEYS FOR A SUCCESSFUL RETIREMENT STRATEGY
Learn the strategies being taught by Harvard & Stanford professors to maximize your retirement.
And Much More!
Classes in Your Area Now!
Retirement 101:
Planning For Success
FOR EDUCATIONAL PURPOSES AND NO PRODUCTS WILL BE SOLD AT THIS EVENT. The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Krim & Associates and Financial & Tax Architects, Inc. are separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Krim & Associates. Investment Advisory services are offered through Financial & Tax Architects, Inc. a registered investment adviser.