RETIREMENT EDUCATION COURSE – PREPARE Proactive Retirement Education Planning

Retirement Education Course

Registration Open for Classes at

Indiana Wesleyan University

(Indianapolis North Campus)

An Educational Course for Adults – Ages 50-75

Or Call: 1-800-235-0276

This Class Is Designed Specifically For:

Individuals who are retired or will be retiring within the next 10 years.
Individuals looking for proper retirement education and knowledge that is not available in most schools and universities.
Investors looking for the most up-to-date and accurate information about taxes, healthcare, income and estate planning as well as unbiased information about how investments and the markets really work, and not the standardized information shared by large brokerage houses, banks and Wall Street firms.

Current and future retirees who are concerned about the future of U.S. tax rates and trends.

Why this class is important…

Today’s retirement landscape is vastly different from decades past. With constant tax law changes, an uncertain future for health care and Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater.

Course Design

This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a successful retirement plan in today’s world. There are so many different and important decisions to make when planning for your retirement. Thus, proper information, knowledge, and education are key. This course focuses on your specific retirement-planning questions and concerns.

Class Attendee Comments

“The class was informative, organized, well presented, held my attention and was well worth the time. Several issues were brought to light that we had not considered. I highly recommend the class.” – Karen G

“This course is tremendously valuable as retirement education is lacking in America as it is not taught in colleges and through employers.” – Mark K.

“Really excited about the class and things we learned; being able to put a plan together.” – Chris P.

“This is the exact education and information I have been looking for my whole life. This course needs to be made available in every city.” – Evelyn M.

“This course covered topics no one has ever discussed with me before. ” – Benjamin J.

“The quality of information and education provided by this course is excellent. Plus, it is presented and explained in easy-to-understand terms and examples. I highly recommend this class to anyone who cares about their retirement plan.” – Julie C.

Current 2024 Indiana Course Location

Indiana Wesleyan University North Campus

3777 Priority Way S. Dr. Indianapolis, IN 46240

Tuition $49.00

Two Indianapolis Class Time Opportunities.

VIEW REGISTRATION LINK BELOW FOR CLASS TIMES.

Course Outline

Yesterday’s vs. today’s retirement planning
New retirement opportunities
Identifying your values, goals, objectives and desires
The retirement-planning process
How much will you need in order to retire?

Tax Implications During Retirement

How different types of retirement assets and incomes are affected by taxation
The impact and effect that rising tax rates could have on your assets and cash flow in retirement
How much of your retirement savings accounts do you really own?
What deductions will you lose in retirement?
Could you possibly face a higher tax bracket in retirement?
Tools and strategies to help reduce, minimize and/or eliminate taxes in retirement

Health Care And Insurance In Retirement

How to determine the proper levels of insurance and protection in retirement
Health insurance, Medicare, and Medicare supplements
Long-term care and life insurance details and protection options

The Secure Act And Cares Act

Details of the new Secure Act and Cares Act Law, and how they can affect your retirement plan
New required minimum distribution ages and Stretch IRA rules
How to minimize the taxation effects of these laws for your heirs

Introduction to Today’s Planning World

How to transfer assets based upon your wishes
Estate tax and other tax implications
Wills, trusts and legal documents
How living trusts work
What is probate and do you need it?
IRA Inheritance Trust
Selecting power of attorney

Wealth Management And Investment Objectives

Retirement goals and time horizon
Types of investment risks
Types of investment strategies
Effects of market volatility in retirement
Cash accounts, bonds, stocks, mutual funds
Exchange-traded funds (ETFs)
Tax-deferred annuities
Structured notes
Market-linked FDIC-insured CDs

Income Planning

How to properly draw income from your nest egg
The impact of taxes and inflation
Longevity risk and sequencing risk
Social Security maximization – how and when to elect
Employer-sponsored retirement plans
Required minimum distributions (RMDs)
Case studies
Traditional IRAs, Roth IRAs, Roth conversions
Strategies to maximize income and minimize taxes
Direct vs. indirect rollovers
Multi-generational and inherited IRAs

Wills, Trusts, Estate And Legacy Planning

Course Workbook and Class Materials

Or Call: 1-800-235-0276

Your tax-deductible payment of $49 includes tuition for two classes, course workbook and class materials. They are designed to follow along in class and written in easy-to-understand terms with examples and illustrations to help you learn more about the financial concepts being discussed. Together, the workbook and class materials provide a step-by-step process for applying your knowledge and will become a useful reference tool after the completion of the course. THESE ARE YOURS TO KEEP!