Held at Glenpool Conference Center in Glenpool, OK
JOIN US FOR A RETIREMENT WORKSHOP
Presented by:
Modern Retirement Planning™
Strategies to Maximize Your Income, Minimize Your Tax Burden & Survive Market Volatility in Retirement
- Saturdays, February 25 & March 4 at 9:00 a.m.
Seating is limited. Register today!
Introducing Modern Retirement Planning™
Modern Retirement Planning™ (MRP) is a workshop study of the latest concepts and concerns, many pre-retirees are seeing, for structuring a successful retirement plan. This two-part workshop is designed for those 50 and up, who are looking to develop a holistic retirement plan.
This unique and comprehensive workshop focuses on the issues of financial concepts important to retirees. In straightforward language, this workshop will uncover helpful financial strategies designed to maximize your income, minimize your tax burden, survive market volatility, preserve your assets and protect them from inflation and provide a legacy for your loved ones.
Attendees will learn how to set reasonable retirement goals based on personal means and situation, as well as create a better understanding of important concepts and terminology used in modern retirement planning. Must-know techniques and creative strategies designed to help maintain control and flexibility will be the common theme for this must-attend event.
Discover How to Create a Retirement Plan in Your Best Interest:
• Define your ideal retirement with a concrete plan that aligns with your core values.
• Discover why your retirement plan needs to consist of more than a stack of statements and a diversified pie chart.
• Obtain the strategies, tools, skills and objective information to confidently prepare for the retirement you deserve.
This Workshop Will Address The Following Topics:
• Setting Goals: Create a retirement “game plan” that works for you and your situation.
• Considering the Costs: From inflation to changing tax rates, one must consider all costs when calculating how much they will need for a comfortable retirement.
• Nest Egg Sources: What retirement accounts do you have? What type are they? What can we expect from Social Security?
• Legacy Planning: Wills, trusts, inheritance taxes, income taxes, probate, conservatorship… every situation is different based on your needs.
• Traditional Retirement Strategies: What type of retirement strategies do you have funding your “nest egg”?
• Protecting Your Assets: How do you protect your most important assets during retirement?
• Income Strategies: Discover alternative income strategies designed to help maintain control of your money and maximize your efforts.
SCHEDULE
– Saturdays, February 25 & March 4 at 9:00 a.m.
*The workshop meets once a week for two consecutive weeks. Registrants will receive one complimentary workbook per household.
On-location workshop sizes and seating are limited to ensure your safety, so register today!
Advance registration is required.
About Your Presenter
Chuck Bigbie, CLU, ChFC, CFP®
Woodland Wealth Management
As a Wealth Manager, Chuck takes the time to examine each client’s individual values, interests, relationships and goals. With a passion for educating, Chuck also offers informational seminars, classes and workshops regarding retirement for his clients.
Chuck began his career in 1983 as a retirement representative with a large insurance company. He received his B.S. Degree in Chemical Engineering from the University of Tulsa. Chuck furthered his education in the Financial Planning industry by obtaining his CLU, ChFC, CFP and LUTCF from the College of Financial Planning. He also holds Series 7, 65 and 24 securities registrations.
With a focus on meeting each client’s goals, Chuck is qualified to lead his clients on their Wealth Management journey.
About Modern Retirement Planning™
Modern Retirement Planning™ is both entertaining and informative. Our mission is to deliver straightforward and engaging retirement information for adults between the ages of 50 – 70. The workshop was established to help you make informed decisions on all areas of your retirement including social security benefits, tax minimization strategies for retirement, investment and legacy planning, and more.
The workshop was designed to provide you with tools and strategies that will allow you to build a comprehensive retirement plan and commit to “getting smart” about key elements on your plan, so that you can take control of your financial future.
Workshop Outline
By the end of the Modern Retirement Planning™, you should be able to:
- Understand the importance of comprehensive planning
- Strategically claim your Social Security benefits in a tax-friendly manner
- Develop a tax-efficient income withdrawal plan for your retirement
- Know the difference between fiduciary and non-fiduciary
- Develop your own bucket strategy with your retirement strategies
- How to factor in market volatility and stress test your retirement plan
- And much MORE!
Setting Goals
- An informed approach to goal-setting
- Retirement objectives
- Prepare for new opportunities
- Keep good records
- Control debt and credit
- Creative strategies to potentially reduce taxes
- Capital gains vs. Ordinary income
- 8 retirement mistakes to avoid
Considering the Costs
How long will you be retired?
Life expectancy and inflation
Early retirement concerns
Will your nest egg last?
Can you retire now?
Nest Egg Sources
Roth and Traditional IRAs
Employer-sponsored retirement plans
Defined contribution vs. defined benefit plans
Social Security concerns
Roth conversions
Working while taking Social Security
- “Other” income sources
Legacy Planning
How to reduce probate
Trust and wills
Which trust is right?
Joint ownership and community property
Gift taxes
Inheritance taxes
Addressing mental incapacity
Durable power of attorney
Traditional Retirement Strategies
Determine risk tolerance
Emergency funds and cash accounts
Stocks and Bonds
Mutual Funds
Exchange Traded Funds
Professionally Managed Accounts
Fixed vs. Variable Annuities
Asset allocation
Protecting Your Assets
Assessing your need for insurance
Life Insurance
Health and Medicare insurance
Disability income needs
Long-term care options
Income Strategies
Avoid irreversible mistakes on defined benefit pension choices
- When a 401k should not be rolled over
- Serious decisions when changing or terminating jobs
- Defined benefit pension maximization
- Rollover or direct rollover? There is a difference.
- Lump sum distribution… yes or no?
- Avoid penalty before 59 and a half
- Keep control of your defined benefit pension and annuity withdrawals
- Control and flexibility during retirement
Enroll Now
Select your date and register below for our upcoming Modern Retirement Planning™ at Glenpool Conference Center in Glenpool, OK.
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¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/
This event is sponsored by Tulsa Community College.
Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management, Inc. a Registered Investment Advisor.
At the end of the workshop, you will be provided an opportunity to visit with us one on one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of financial products. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please refer to your local SSA office, or visit www.ssa.gov. These concepts were derived under current laws and regulations. Changes in the law or regulations may affect the information provided. This information is not intended to be used – and cannot be used – to avoid penalties under the Internal Revenue Code.