may, 2026
thu07may6:00 pm8:00 pmMastering Retirement 1016:00 pm - 8:00 pm Manchester University- Fort Wayne
Manchester University- Fort Wayne10627 Diebold Rd, Fort Wayne, IN 46845Room 154
Time
(Thursday) 6:00 pm - 8:00 pm
Location
Manchester University- Fort Wayne
10627 Diebold Rd, Fort Wayne, IN 46845
Event Details
This Course Will Address The Following Subjects: • How to recover from the recent market volatility. • How to conservatively manage risk in retirement. • The massive impact that fees can have
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Event Details
This Course Will Address The Following Subjects:
• How to recover from the recent market volatility.
• How to conservatively manage risk in retirement.
• The massive impact that fees can have on your retirement accounts.
• The impact that tax law changes will have on your retirement income.
• How to build a truly diversified retirement portfolio.
• How to determine whether Roth conversions will help you.
• RETIREMENT PLANNING – the big picture.
• TAX PLANNING – lowering one of your largest expenses.
• INCOME PLANNING – how to take income in retirement.
• INVESTMENT PLANNING – how to align your investment portfolio with your retirement goals.
• RISK MANAGEMENT – how to mitigate healthcare-related expenses in retirement.
• ESTATE PLANNING – determining how your assets will pass at death.
to RSVP: https://www.myworkshoprsvp.com/cross/
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