The new tax and financial rules for retirement have changed. Understand the potential impact volatile markets have on your retirement income. No charge. Informational only. Nothing will be sold.


Where?
At Your House (Online Webinar)

When? Several dates available. Please check the registration page.

Who? Financial Empowerment Academy

How Much? FREE

BRAND NEW WEBINAR: Coronavirus - Will it infect your retirement?

REGISTER HERE

For questions about the class please call 502-286-6300! You do not need to be an IWU student to sign up. 

Attend this seminar and learn about:  

The SECURE Act and the impact that its passing could have on your retirement savings  

Ways to potentially protect yourself against volatile market conditions, especially in the midst of a global pandemic 

Strategies to reduce risk from your portfolio

How the sequence of returns risk can cause you to run out of money early  

Possible tools and strategies available to retirees to help develop a retirement tax strategy

Common misconceptions about taxes in retirement  

How to determine your asset allocation and risk tolerance 

How rising taxes may affect your retirement cash flow  

Strategies to help protect yourself against the taxation of your Social Security income  

Americans are facing a retirement crisis. 

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.  

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

It starts with a plan.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. 

Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.  

Learn how to navigate the murky waters and leave the course with the knowledge and tools you will need to achieve a secure retirement.  

About the Instructor  

Marcus Warren, EA, MBA Author, The Retirement Playbook Radio Show host, The Race 2 Retire Show  

Recognized as one of the top “Financial Educators” in the industry, Marcus has helped countless individuals and families prepare for a secure retirement. He is known among his colleagues, students, and clients as a seasoned and knowledgeable financial professional who focuses on the areas of retirement planning, investment management, tax planning, and income planning.

Who should attend?

  • If you are already retired.
  • If you are nearing retirement.
  • If you have retirement savings but you feel unsure about what to do next.
  • If you have those uneasy thoughts about whether you will run out of money in retirement. 
  • If you believe tax rates in the future will be higher than today. 
  • If you experience anxiety over stock market volatility.

This presentation is strictly informational. No investments will be promoted. The University is not affiliated with the Social Security Administration.