FREE WEBINAR

Planning Your Retirement: Things You Need To Know

THE LEARNING LAB CONTINUING FINANCIAL EDUCATION SERIES


MAY 24, 2022 | 6PM (CST)

Sign Up Now

Can't attend live? No worries! Sign up and get the replay via email.

During this live interactive webinar, you will learn:

Ways to obtain the income you can’t outlive!

Do you have to risk a loss to grow your assets?

Options that let one avoid taxes on IRA distributions

Eye-opening Strategies that may save taxes on your Social Security Income

How an Estate Plan can help maximize the value of assets and lower the tax burden on your estate

Utilizing Tax Deductions and Credits to help you pay less to the IRS


Sign Up Now

About the Webinar

New for 2022! Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this live 2-hour crash course on Retirement, Social Security, Taxes and Estate Planning is a perfect primer for your retirement journey.

Whether you are completely new to retirement planning or have been planning your future for years, there is always something new you can learn from our interactive workshops!


This value packed intensive training is FREE and includes:

Retirement

  • How long will you work?
  • Social Security
  • 401k/IRA
  • Saving Assets
  • Annuities
  • Retirement/Market Risks
  • Death of a spouse/significant other
  • Nursing home/Long-term care
  • Impact of Interest rates/Inflation

Historical Investing

  • Stock & Bonds
  • Diversification/Asset Allocation
  • Tactical Investing
  • Broker vs Fiduciary

Financial Solutions

  • Stocks & Bonds
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Social Security Benefits

“What if I can't attend the live webinar, but still want to take this course?”

You don't have to be present for the live webinar to get all the benefits from this awesome intensive training. Enroll and watch the replay video at your convenience - you'll receive the entire presentation via email. We know your life is busy, and we designed this program to work within your schedule. 

Awesome, I'm In!

Meet the Instructor

Johnny Rosier

Over four decades of helping state employees, public educators, and federal employees with their retirement benefits is a point of pride for Johnny. He and his team travel nationally providing benefits educational seminars for CPAs, Attorneys, Insurance Agents, and Financial Professionals.


Johnny is able to discuss all the federal benefits programs available with employees and family members – both active and retired.

Reserve Your Seat Today!

TUESDAY

May 24, 2022
Planning Your Retirement: Things You Need To Know

6 PM (CST)

Sign Up Now