Held at KU Edwards Campus in Overland Park, KS
JOIN US FOR A COMPREHENSIVE, EDUCATIONAL RETIREMENT CLASS
Discover How to Create a Retirement Plan in Your Best Interest
Tue., March 22nd at 6:00 p.m. - 8:30 p.m. OR Wed., March 23rd at 6:00 p.m. - 8:30 p.m.
Seating is limited. Register today!
Retirement Masterclass is an educational class that covers the three main areas of holistic retirement planning. This course is designed for those 50 and up, who are looking to develop a holistic retirement plan. Traditional retirement “planning” consists of a stack of statements, a diversified pie chart and social security benefits. This course will teach you how to create your own 21st Century Retirement Plan.
The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date retirement education. Retirement Masterclass was created because of that lack of proper financial education in all areas of retirement. We will teach you about the four-plan approach to creating a holistic retirement plan that will cover all areas of your life.
The topics and subjects vary from traditional retirement planning, strategies to maximize Social Security benefits, how to start managing taxes in retirement now and create tax-free income, impact of bear markets and the importance of bucketing your retirement savings. Attendees will increase their awareness of the overall risk in the markets, as well as why retirees could face a higher tax bracket in the future.
Event details
Held At KU Edwards Campus
12610 S Quivira Road Overland Park, KS 66213
Edwards Campus – Regnier Hall Room 153
Guests can park in Lot A off of 127th Street
CLASS SCHEDULE
Tue., March 22nd at 6:00 pm – 8:30 pm
OR
Wed., March 23rd at 6:00 pm – 8:30 pm
Registration Fee: $39 $0*
Includes all workshop materials and fees.
*The cost of this course and course material is $49 which is being waived during this special. Includes one workbook per household.
On-location class sizes and seating are limited to ensure your safety, so register today!
Advance registration is required.
About Your Presenter
Kyle Hammerschmidt
Retire Ready Academy
My goal is to empower you to make more informed decisions about your financial lives and show you how to better protect and potentially increase your wealth, while possibly reducing your retirement taxes now. This is all done by using a best-interest, educational-based approach to your retirement.
Many pre-retirees and retirees I have met are working with these disguised financial advisors. However, they were actually working with a captive broker, who was putting the interests of their employers and themselves about that of their clients. All they have to show is a stack of statements, a diversified pie chart, hidden and confusing fee schedules, and no real plan. All decisions in your own best interest start with education and investment of time!
About Retirement Masterclass
Our mission is to deliver straightforward and engaging retirement education for adults between the ages of 50 – 70. The academy was established to help you make informed decisions on all areas of your retirement including healthcare in retirement, social security, taxes in retirement, investment & legacy planning.
The class 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. It will teach you how to build and keep your wealth with advanced tax and investment planning.
Who Retirement Masterclass is for:
- Individuals who are recently retired or retiring in the next 15 years
- The majority of your retirement savings are in tax-deferred accounts and you are worried about future taxes in retirement
- Your retirement plan consists of a diversified portfolio, a social security statement and a “Naked Investment Plan”
- Individuals wanting to increase their financial literacy and create their own holistic retirement plan… (Income Distribution Plan, Investment Plan and Tax Plan)
- Investors seeking guidance on how investments, strategies and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
- Understand the difference between fiduciary and non-fiduciary advice
- Learn how to Optimize your Social Security around your assets and pension
- How to create a bucket plan strategy with your investments
- Why ROTH conversions and TCJA could impact your retirement
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.
See the latest academic research to maximize your retirement investments.
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 Course Will Address The Following Topics:
- Tax planning in a volatile market.
- How to maximize ROTH conversions in a down market.
- How to decide the best method of taking out your money at retirement.
- If you have the core estate documents in place.
- Options for taking Social Security benefits.
- Ways to mitigate taxes before and after retirement.
- How to align your investments to meet your income needs in retirement.
Enroll Now
Select your dates and register below for our upcoming Retirement Masterclass at KU Edwards Campus in Overland Park, KS.
Registration Fee: $39 $0*
Includes all class materials.
*Registration fee waived.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
© 2022 Your Retirement Reality – All Rights Reserved | Privacy Policy
The Community College or University is not affiliated with the event and should not be contacted regarding the class.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The presentation is not intended to be legal or tax 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 direct your clients to a local Social Security Administration office, or visit www.ssa.gov.