Planning Your Income for Life

Making your money last throughout retirement has never been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges.

This course helps you develop a personalized retirement income plan. Learn how to:

• Determine what percentage of your assets you must withdraw to meet expenses
  
• Estimate how many years your money may last
  
• Make any adjustments needed to help your money last longer
  
• Calculate the impact of investment choices, rate of return and inflation on your plan
  

Pursue an Active, Healthy & Financially Secure Retirement

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement has something for everyone. This comprehensive course covers all the key issues for retirees. You discover new ways to stay mentally, physically and socially active, as well as learn about important financial topics such as tax reduction planning, investment risk management, health care planning and estate planning. Above all, you discover how to apply this knowledge to help you pursue a more active, healthy and financially secure lifestyle in retirement.

Who Should Attend

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs that are important to today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

_{This class is meant for educational purposes only.  Information presented should not be considered investment, tax or legal advice, or a recommendation to take a particular course of action.  United Planners and its representatives do not provide tax or legal advice.  Always consult with the appropriate financial, tax and legal professionals regarding your personal situation before making any financial decisions.}

Dates: September 24th & October 1st

Meets: Sat from 9:00 AM to 11:30 AM

1570 E Colorado Blvd, Room R104
Pasadena, CA 91106

Registration Fee: $39.00

Register Here: Link

Dates: October 29th & November 5th

Meets: Sat from 9:00 AM to 11:30 AM

1570 E Colorado Blvd, Room R104
Pasadena, CA 91106

Registration Fee: $39.00

Register Here: Link