What You Will Learn:

• Offsetting the cost of catastrophic illness.
• The Tax Cuts and Jobs Act - how it may affect you and your retirement.
• Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.
• How required minimum distributions may increase your tax liability.
• The sources of retirement income - including social security, pension, retirement accounts, and retirement
  plan distributions - and how they are taxed.
• The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to
• manage them.
• Key questions you should ask any financial advisor.

Who Should Attend?

• Baby Boomers looking for guidance based on recent academic research.
• Individuals and couples between the ages of 56 and 73.
• Those concerned about our financial markets and future tax liabilities.
• Investors looking for new perspectives or ideas.

Why Now?

• It’s a good idea to address taxes while they are at historically low rates.
• Global market instability and record national debt necessitates action.

• Recent research indicates a different approach to retirement planning could be beneficial.

• You only get one shot at retirement. Make it count.