Retirement Planning Workshop
Retirement Planning Workshop
Organizer: Strittmatter Wealth Management Group, LLC
Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®
Retirement Planning Workshop
Organizer: Strittmatter Wealth Management Group, LLC
Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®
Up-Coming Courses
Getting Yourself Ready For Retirement UT of Arlington 10/20/2022
Prepare Yourself for Retirement
HAVE YOU ANSWERED THE FOLLOWING 8 QUESTIONS?
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How do I know what I am worth?
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Where does all of my money go?
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How do I know if I am on track for retirement?
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How do I budget for retirement?
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How much insurance do I need and which ones?
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How do I minimize taxes in retirement?
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How will I pay myself in retirement?
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How should I be investing for retirement?
REGISTER TO LEARN
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The benefits and importance of having a personalized plan
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How to create your plan strategy and process to establish clear goals and objectives for a successful retirement
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How to create an early withdrawal plan to utilize the best strategies to avoid penalties and gain early access to your retirement funds
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How to calculate your retirement spending to avoid inflation pitfalls and find out how to avoid running out of money.
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Strategies to help reduce or eliminate taxes, expenses, delays and legal challenges associated with retirement.
WHAT THIS COURSE INCLUDES:
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Classroom Instruction and Course Binder
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Workbook to Develop a Step-By-Step Retirement Planning Guide which includes 8 Key Retirement Worksheets
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Net Worth Statement
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Cash Flow Statement
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Money Ratio Calculation
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Insurance Needs Analysis
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Tax Minimization
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Retirement Income
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Retirement Investment
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“Big Picture” Strategy Tools for your Retirement
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Complimentary Retirement Plan Consultation
Course Syllabus
FINANCIAL BASICS
Most people have a very clear picture of what they want their retirement to look like, but they are not confident that their current plan will get them there. This section is designed to give you the tools you need to build a foundation for your retirement goals.
YOU’LL LEARN ABOUT:
- Retirement Income: Perception vs Reality
- Nine reasons people are not
- adequately prepared for retirement
- Using credit wisely
- Compound Interest
- Impact of income taxes and inflation
- Emergency cash reserve
YOUR RETIREMENT INCOME
There are many options for claiming Social Security and your employer retirement income. This section will identify the main sources of retirement income and give you the tools you need to manage those income streams.
YOU’LL LEARN ABOUT:
- Sources of Retirement Income
- Social Security
- The Value of Tax-Deferred Savings
- Individual Retirement Plans
- Employer-Sponsored Retirement Plans and Distribution Options
- Required Minimum Distribution Rules
- Choosing Your Retirement Beneficiary
- Checklist for a Confident Retirement
INVESTMENT AND INVESTMENT STRATEGIES
Choosing an investment strategy is one of the most important decision that you will make while planning for your retirement. Learn about cash accounts, stocks, bonds, mutual funds, exchange traded funds, individually managed accounts, tax-deferred annuities and important things to consider before you invest.
YOU’LL LEARN ABOUT:
- Debt and Equity Investment
- Stocks
- Bonds
- Mutual Funds
- Tax-Deferred Annuities
- Asset Allocation
RISK MANAGEMENT
Insurance can play a valuable role in your retirement and can help protect your assets. This section will help you assess your risk and determine what types of insurance may be appropriate for your financial objectives.
YOU’LL LEARN ABOUT:
- Ways to Help Manage Risk
- Health Insurance
- Medicare
- Disability Income Insurance
- Long-Term Care Insurance
- Changing Life Inusrance Needs
- Types of Life Insurance
ESTATE PLANNING
Learn about necessary estate planning documents, such as wills, power of attorneys, and trusts. Just as it is important to plan for your retirement, it is also important to plan ahead for the distribution of your assets.
YOU’LL LEARN ABOUT:
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Importance of Estate Planning
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Distributing Assets at your Death
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Taxes and Your Estate
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Providing Money for Estate Transfer Costs
RETIREMENT LIFESTYLE
Retirement is your opportunity to kick back and relax. Enjoying your retirement is not just about the numbers. This section will give you some things to think about as you plan for travel, volunteering, and starting this new and exciting journey.
YOU’LL LEARN ABOUT:
- Ten Tips for a Healthy Retirement
- The New “Working” Retirement
- Traveling Outside The United States
- Volunteerism
- Thinking About Relocating
- Lifelong Learning
Testimonials From Students
I thought I was ready for retirement before taking this course, but now I am confident I am ready. The course instructor was very knowledgeable and was able to answer all of my questions. I highly recommend this class for anyone wanting to retire with confidence!
When my husband and I took this course, he was 1 year away from retirement. Everything we learned in the course we were able to apply immediately and made his retirement that much better. Some of our friends and family have taken this course as well and have found it to be invaluable.
I was already retired when I took this course and I still came away with so much information on how to keep my retirement benefits and assets working for me. I also learned the risks I could afford to take and how to protect my investments against market volatility. I sleep better at night knowing I implemented the things I learned from Josh and Kelly in this class.
MALLICK TOWER
101 SUMMIT AVENUE
SUITE 910
FORT WORTH, TX 76102
(817) 210-3444
INFO@STRITTMATTERWEALTH.COM
Are you ready to start your journey to financial freedom?
Schedule a complimentary consultation with on of our advisers today!