10 Sept
9/10 & 9/17 Cedar Park TX College Course

Presenter

Rich Brady & Gage Kemsley

Description

What you will learn:

-The truth about annuities and what to be aware of.

- Why so many retirees are in danger of outliving their money, and steps you can take to help avoid it.

- Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance.

- The sources of retirement income - including updates on Social Security -- and how to build a solid retirement income plan of your own.

- The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.

- Key questions you should ask any financial advisor.

- Getting your estate in order: understanding wills, trusts, probate and tax-efficient distribution to your heirs.

- And much more!

Date and Time

September 10 - September 17, 2019

6:00p - 8:30p CST

Location

Cypress Creek Campus - Austin Community College

1555 Cypress Creek Road
Cedar Park, TX 78613
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2019-09-10T18:00:00.0000000
2019-09-17T20:30:00.0000000
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