(267)427-5667
1055 Westlakes Dr Suite 300 - Berwyn, PA 19312
Comprehensive Retirement Planning Course. Designed For People Age 50+.
View Detailed Curriculum Below!
Complete Form to Register!
Printed Workbooks Included!
$19 includes live instruction + Q&A + two printed course workbooks!
Learn How To:
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Protect your long-term financial security
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Determine the amount of money needed to retire
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Create your own goals for a "successful retirement"
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Plan your retirement income to maintain a comfortable living standard
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Setup income distributions from 401k, 403b, and IRA accounts
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Establish an "income plan" that identifies which accounts make financial sense to take income from first
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Organize your investment accounts to carefully manage risk
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Maximize Social Security, including spousal, survivor, and divorcee benefits
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Choose between lump sum and monthly income pension options
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Prevent out of control healthcare costs during retirement
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Avoid delays, taxes, and legal challenges with estate planning
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Convert your Traditional IRA to a Roth IRA
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Save money on taxes before and during retirement
And many other retirement planning tips and techniques...
Course Curriculum
1
During the Life Planning section, we'll discuss what Life Planning for retirement is, and we'll go through an exercise to help you with life planning for your retirement.
2
During the Needs and Expenses section, we'll discuss how to estimate your annual expenses during retirement, includinghow to factor in taxes, healthcare costs, and inflation.
3
During the Roadblocks and Mistakes section, we'll discuss common problems that can pop up and completely derail otherwise sound retirement planning.
4
During the Retirement Income Sources section, we'll discuss Traditional IRAs, Roth IRAs, Roth conversions, pensions, and social security benefits.
5
During the Retirement Plan Distributions section, we'll discuss setting up income distributions from 401k and IRA accounts, Required Minimum Distributions, and inherited IRAs.
6
During the Investment Planning section, we'll discuss how to create a well-organized investment plan to generate income and protect your long-term financial security.
7
During Risk Management, we'll discuss Medicare, Medicare Supplement Plans, long-term care, and how to protect yourself from out of control healthcare costs in retirement.
8
During Estate Planning,
we'll discuss wills, trusts, probate, avoiding probate, protecting assets from potential future long-term care costs, inheritance tax, and gifting.
About the Course
1
Our comprehensive retirement planning course is designed for those age 50 and above.
2
Our course has been attended by hundreds of people over the years, primarily PA residents.
3
The course is a combination of real life retirement planning experiences, workbook material, and questions from attendees.
4
You will receive two 100+ page course workbooks. You are encouraged to take notes and ask questions throughout the course.
Course Schedule:
Option #1: Saturdays, February 20th & 27th from 9:30am - 11:30am.
Option #2: Tuesdays, February 23rd & March 2nd from 6:30pm - 8:30pm.
Courses will be conducted online this winter. A written course workbook will be shipped to you by UPS before the course begins.
Questions?
Contact Course Instructor Kyle Rolek at 267-427-5667 or
Rolek Wealth Management, LLC is a Registered Investment Advisor. View disclosures here: Disclosures
Phone: 267-427-5667
Email:
Office: 1055 Westlakes Drive, Suite 300, Berwyn, PA, 19312