Retire Empowered

Location:

Salt Lake Community College

Miller Campus

9750 South 300 West

Sandy, UT 84070

 

Building: Miller Professional Development Center (MPDC)

Room: 105

 

Dates:

Tuesdays, October 2nd, 9th, and 16th - 2:00pm to 3:45pm

Tuesdays, October 2nd, 9th, and 16th - 6:30pm to 8:15pm

 

 

Price: $39.00 (for one person or one person + guest)  

 


 

Social Security Planning: 

Social Security may be one of the greatest financial assets you will have in retirement. This course will teach you the facts you need to know!

 

The Changes from 2016 • The Best Time to Apply • Delayed Benefits Coordinate Spousal Benefits • Understand Survivor Benefits • Optimize Income Sources 

Medicare Planning:

Medicare can be a very confusing subject and the wrong decisions can have long lasting consequences. Learn the facts before you make those decisions!

 

Enrollment Periods • What Medicare Covers • Late-Enrollment Penalties • Medicare and Private Insurance • Planning for Higher Health Care Costs • What about Long-Term Care

 Estate Planning:

The decisions you make today will determine where you and your assets will be when you no longer have the capacity to choose. Learn how to provide clear directions while you still have the ability!

 

What's in Your Estate  • Planning for Incapacity  • Distribution Strategies Before and After Death • Understanding Probate • Why Trusts • Ensure Your Assets Go Where You Want

Tax Planning in Retirement:

Taxes may end up being the biggest draw on your assets in your retirement years. This course will teach you valuable strategies that can help you reduce that impact while staying within IRS guidelines!

 

Social Security Taxation • Tax-Free Retirement Benefits • Strategies to "Keep More" of Your Hard Earned Savings  • Little Known Strategies to Pay Less Tax

Retirement Income Planning:

Planning for the Income Distribution phase of your lives can be very challenging. Learn how to structure your assets, to help lessen those challenges and enjoy your retirement!

 

Understand the Risks • Identify Income Sources • Budget in Retirement • WHY • A Proper Portfolio • Income Distribution Strategies • Asset Allocation can Avoid Pitfalls