Complimentary Event in Tampa, FL
Retirement Planning Today®
A comprehensive, two-day personal finance seminar for those in or nearing retirement. Join us to learn how to:
- Create a plan to retire early
- Handle retirement with rising inflation
- Build an income plan for your retirement
- Plan for retirement during market volatility
- Use the latest tax law changes to your advantage
- Properly allocate your assets within your employer retirement plan
- Use 5 investment strategies to help manage risk
- And MUCH more!
Event Details
Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618
Dates & Times
– Wednesday, April 17 & Tuesday, April 23 at 6:00 p.m.
– Thursdays, April 18 & April 25 at 6:00 p.m.
*This event takes place once a week for two consecutive weeks.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend.
Do you have a holistic retirement income strategy in place?
Don’t miss this information-packed event!
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The seminar is designed to teach you ways to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime
Who should attend?
- People between the ages of 50 and 70.
- Those concerned with their finances who want to be prepared for volatility and inflation.
- Investors looking for guidance based on recent legislative changes.
Why now?
- There’s no better time than the present to create strategies in which you can be confident.
- Global market volatility necessitates action.
- The basic financial rules of thumb have changed.
Need an extra reason (or two) to register?
This presentation combines two valuable elements:
Professional Insight
Live instruction from a local financial professional in an engaging, easy-to-understand format.
Actionable Next Steps
Attendees will receive a retirement income planning and Social Security maximization guide.
Meet Your Host
Matthew Corman, CFP®
Founder of Corman Financial Planning
Matthew E Corman is a Certified Financial Planner® professional who specializes in providing clients with retirement planning and wealth management guidance. He focuses on providing straightforward yet customized retirement and investment strategies to guide clients through retirement. He is also a book author and has written articles for financial publications including Kiplinger.
As a Certified Financial Planner® professional, he abides by the Fiduciary standard of care, meaning he is required to put clients’ interests first. CFP® professionals must pass a rigorous examination, as well as experience, education, and ethics requirements. Matthew completed his certificate in Financial Planning through Boston University. He graduated from Elon University with a Major in Business Administration. In his free time, Matthew is a single-digit handicap golfer and considers it a great day on the links when he breaks 80! When he’s not working or golfing, he enjoys cheering on Boston sports teams, traveling, staying fit, enjoying the beach or pool, and trying new cuisines.
*This event is offered through the Financial Educators Network.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.ssa.gov/oact/quickcalc/early_late.html
³ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/
*This event is not sponsored by or affiliated with the Carrollwood Cultural Center.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This 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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.