Baby Boomer Retirement Workshop

Description

Spring Courses Starting Soon!

Baby Boomer Retirement

Register or Learn More at

www.RichnessofLife.org/MIAMI

or by calling 855-703-ROLI (7654)

What you will receive:

1. Your own Getting Your Financial House in

Order guidebook

2. The Social Security Claiming Guide

3. 21 page Managing Your Money in Retirement

planning guide

4. Personal Wealth Index questionnaire and

personalized report

5. 36 page Getting Your Estate in Order guide

6. A Retirement Planning For Success Course

Workbook to follow in class

What you will learn:

• Optimal Asset Allocation in Retirement

• Defining Core Priorities

• How Money Affects Your Life

• How to Develop an Income Plan

• Sequence of Returns Risk

• Questions to Ask a Potential Advisor

• Where Precious Metals Fit in a Portfolio

• When to take Social Security

• 3 Reasons Retirees Run Out of Money

• Your Personal Wealth Index Score

A 3-part Classroom Course based on Academic Research

Teaching the Foundations for a Sound Retirement

WHERE: Fienberg-Fisher K-8 Center

The Panda Conference Center

1420 Washington Ave

Miami Beach, FL 33129

WHEN: 3 Tuesdays, March 11, March 18 and April 1

6:30 pm – 8:30 pm

COST: Tuition is $69.00. Register Online by March 7 to receive a $10 discount.

Couples may attend for the price of a single tuition fee. (Visa/Mastercard/AMEX/Discover)

Register online at www.RichnessofLife.org/MIAMI

This course is being taught by Richard Price of Financial & Retirement Solutions. Richard is an authorized Richness of Life course instructor. Courses provided to instructors by the Richness of

Life Institute are for educational purposes only. Financial & Retirement Solutions and Richness of Life Institute are not affiliated entities.

A portion of your

tuition will be donated

to the Feinberg-Fisher

K-8 Center PTA