The years leading up to and shortly after retirement are often called the "Retirement Red Zone." We each are faced with many critical decisions that will shape the security we enjoy and our retirement lifestyle. During this class we will review some of the most common mistakes retirees make and how to avoid them. We will be covering key topics such as how to maximize your social security benefits and how to avoid disinheriting one or more of your children. Properly coordinating your investments and insurance with your estate plan is critical. We will discuss the risk of living too long and how to repurpose lazy assets to protect you in case of a long term care event. Come learn how to profit from the mistakes of others to secure your retirement lifestyle.
Recommended Reading: The New Retirementality, Mitch Anthony
Registration deadline: Feb. 5
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