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      Retiring Well Today-Workshop at Benton Event Center, Benton AR in Benton

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      October 24, 2019

      Thursday   6:00 PM

      17322 I-30, Benton
      Benton, Arkansas

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      Retiring Well Today-Workshop at Benton Event Center, Benton AR

      There is NO CHARGE for this class and All Attendees will receive free resources to keep as a reference. You don't want to miss this important event! WHO SHOULD ATTEND THIS MASTER CLASS? You should attend this master class if you are 10 years or less from retirement or have recently retired and have at least $100,000 dollars in retirement savings. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.  Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement. BALANCED FINANCIAL INFORMATION This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. This event is purely educational – no specific products or services will be offered. “RETIREMENT REDZONE” RETIRING TODAY • The old retirement vs. TODAY’S retirement • How to create a clear vision for retirement that could lead to less stress and more happiness. IMPORTANT TOPICS FOR RETIREMENT TODAY TAX RATE RISK • Why experts say tax rates could double • How rising taxes may affect your retirement cash flow • The “Catch 22” of 401k’s and IRA’s • How lost deductions may affect your taxes in retirement RETIREMENT INCOME PLANNING • The three basic retirement accounts • How to accumulate dollars in the right types of accounts for future retirement income • What’s better for you: tax-deferred or tax-free accounts? • How to define a “true” tax-free investment • When should you convert to a Roth? • How IRA’s and 401k’s cause Social Security taxation • Strategies to reduce or eliminate taxes in retirement MAXIMIZING SOCIAL SECURITY • The causes of Social Security taxation • The Social Security thresholds you need to be aware of • The real cost of Social Security taxation • Strategies to eliminate Social Security taxation • Social Security maximization strategies RETIREMENT DISTRIBUTION PITFALLS • How the new rules on “Rate of Withdrawal” affect People Nearing Retirement • How to ensure you won’t run out of money in retirement • How to liquidate retirement assets in the right order • How to eliminate “sequence of returns” risk WHY LOSSES DURING RETIREMENT MATTER • The impact of dramatic market loss in retirement • Is “buy and hold” appropriate in retirement? • How to safeguard against two types of investment risk • How to shield your assets from stock market volatility • Why “asset allocation” alone may not be enough • How to truly diversify your retirement portfolio Fee-based financial planning and investment advisory services are offered by Campbell Financial Advisory, LLC, a Registered Investment Advisor in the State of Arkansas. Insurance products and services are offered through Campbell Insurance Services, LLC. Arkansas Insurance Producer Number #1667080. Campbell Financial Advisory, LLC and Campbell Insurance Services, LLC are affiliated companies. Campbell Financial Advisory, LLC and Campbell Insurance Services, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

      Categories: Health & Wellness | Outdoors & Recreation

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.

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