Principles of Retirement Planning: PTMUNF0206

Event Phone: 844-348-5595

  • February 6, 2019 - February 13, 2019
    6:30 pm - 8:30 pm

Instructor

  • Tom McDermott
    Tom McDermott, founder of Asset Protectors & Advisors, understands the many issues that affect retirees today. While very few advisors are aware of how these issues can be solver, Tom has spent the last 25 years teaching clients and advisors the necessary skills to find the solutions to these problems.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

This course also teaches the principles of sound tax and retirement income planning with emphasis on the tax code changes
Plus, it explained strategies designed to accomplish common objectives such as tax-efficient withdrawals, lifestyle preservation and providing a legacy.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. Equally important is how to structure retirement income to pay the least amount of taxes possible under the new Trump Tax code. Learn what you need to know about the 2019 tax year changes and Social Security Rules. The time to be prepared is now

Wednesdays (2 Session Course)
February 6th & 13th
6:30pm-8:30pm

(Classroom # 1090)

Venue:  

Address:
12000 Alumni Drive, Jacksonville, Florida, 32224, United States

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