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      Retirement Withdrawals and RMD Workshop in Mesa: Dobson Library in Mesa


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      October 23, 2019

      Wednesday   6:00 PM

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      Retirement Withdrawals and RMD Workshop in Mesa: Dobson Library

      Join us for a 1 hour Retirement Workshop to discover what Required Minimum Distributions (RMDs) are and how they may affect retirement strategy.  Let us share the 10 things you should know about RMDs and retirement withdrawals, such as: What are Required Minimum Distributions and when are they required? What strategies can be used to reduce taxes? How to plan for monthly retirement withdrawals from a nest egg. Is it time to help protect a portion of my savings from market volatility? How have th emarkets historically responded to lower tax plans? The class material is most beneficial to those who have a 401(k), 403(b), 457(b) or IRA. An Interactive Classroom SettingThis course is taught by financial professionals with extensive experience and education. Their years of experience and knowledge will bring the course material to life and make it easy to understand. Using real-life examples and stories, the instructors help personalize the principles and strategies taught so that you can apply them to your specific situation. This personal and interactive approach helps make the educational process both practical and informative. Reliable and Comprehensive InformationOne of the common challenges you may face when preparing for retirement is obtaining trusted information that is reliable and comprehensive. This course is designed to provide you with accurate and relevant information on a wide range of retirement topics. Retirement is changing. It is critical that you have the knowledge and tools to successfully navigate the new retirement. Personalized reports and AnalysisAfter attending the course, you will have the ability to request personalized reports and analyses specific to your needs and situation in a private strategy session with your instructor. This "lab work" will provide the detailed information you will need. All reports and analyses are included as part of your course and are available on a first come, first served basis. Presenters for the Foundation for Financial Educators are incurance licensed in the State of Arizona (License #7356437/#132226770; CRD: #170368. The Foundation for Financial Education and it's presenters are not affiliated or endorsed by The Social Security Administration or any other government agency. The Foundation for Financial Education is a national nonprofit educational organization.

      Categories: Neighborhood

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