Retirement Seminar at St. John's Resort

Join us at St. John’s Resort in Plymouth, to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.

We’ll also discuss:

• Ways to help avoid how to avoid running out of income during retirement.
• How to help avoid losing up to 70% of your IRA to federal and state taxes.
• Some of the biggest mistake you can make when doing an IRA rollover at retirement.
• Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
• The importance of distribution planning to help reduce your risk.
• Strategies designed to help optimize your Social Security benefits.

Who should attend this important seminar?

• Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
• They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
• They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.