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Retiring Well in the 21st Century

Tuesday, September 24, 2019, 1:30 AM


Learn How to Retire Well Today in a Master Class at Mercer University's Atlanta Campus with Ford Stokes, Host of The Active Wealth Radio Show on AM920 theAnswer and Chief Financial Advisor with Active Wealth Management. Ford and Mercer University's Atlanta campus are proud to bring you this important Master Class on how to invest and retire successfully.   Please join us for this important TWO day event, September 23rd and 24th.  There is NO CHARGE for this class and All Attendees will receive a free 180 page workbook to keep as a reference. You wil receive your workbook on day 1 so if you cannot attend both days, you will receive a full workbook with all the slides that will be discussed over the two days. WHO SHOULD ATTEND FORD STOKES’ RETIRING WELL MASTER CLASS?Regardless of the stage in the retirement planning process, attendees will learn powerful strategies that will help build and preserve their hard-earned wealth in volatile times and ensure they do not run out of money in retirement.This course is designed to help people assess their current financial position, then create a personalized roadmap that helps them achieve your retirement goals.  WHY THIS CLASS MATTERSMany of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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 as people prepare to retire in the 21st century. Savvy Attendees discover how to insulate yourself from the risk of rising taxes, protect your Social Security from taxation, and help you avoid common mistakes as you distribute your assets in retirement.BALANCED FINANCIAL INFORMATIONThere’s a difference between taking financial cues from media outlets and learning the basics of retirement planning from trusted, reliable, unbiased sources. 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 in the 21st century.This event is  purely financial education – no specific products or services will be offered.SAVVY ATTENDEES WILL LEARN HOW TO:Determine if they have enough money to retire and stay retiredCrash-proof their retirement income streamsSafeguard against stock and bond market losses during retirementAvoid the three basic pitfalls of retirement distribution planningMaximize Social Security income and minimize Social Security taxationEvaluate the benefits of Roth ConversionsInsulate future income from a rising tax rate environmentHow to best address long term healthcare risks and expensesDetermine if a portfolio is truly diversifiedReduce or eliminate unwanted expenses or delays associated with estate planningFORD STOKES’ RETIRING WELL MASTER CLASS OVERVIEW RETIRING IN THE 21ST CENTURY• The old retirement paradigm vs. the new paradigm• How to create a clear vision for retirement• Creating a retirement roadmap• Keys to transitioning to retirementTAX 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 retirementRETIREMENT 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 retirementMAXIMIZING 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 strategiesRETIREMENT DISTRIBUTION PITFALLS• How the new rules on “Rate of Withdrawal” affect People Nearing

Tickets: https://www.eventbrite.com/e/retiring-well-in-the-21st-century-tickets-70380115821?aff=aff0eventful

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3001 Mercer University Drive , Suite 310, 3rd Floor, Penfield Dean's Suite
Atlanta, GA

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