It's never been more challenging to prepare for Retirement.
A lot has changed in the the world over the past few months. But taxes, income and expenses during retirement isn't one of them.
Now is the time to review your plan and make the necessary adjustments to maintain the lifestyle you want. Spend an hour with us and learn how a holistic retirement plan can better prepare you for the retirement you deserve.
When?
Wednesday, May 6, 2020 · 6:00 p.m.
Eastern Time (US & Canada)
Duration: 1 hour
Price
Free
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
Agenda
1. What is Holistic Planning?
2. How technology has changed the landscape of traditional investing.
3. How Tax Planning can be the key to a great retirement.
4. Why having an estate plan is one of the most important things you can have in a retirement plan.
Hosted By Retirement Academy 101
Retirement Academy 101 is an educational resource for those at or near retirement.
The Academy was created as a way to provide clear, simple and straightforward information to the retirement community and is one of the premier Retirement Educational Resources in America.
Adam joined Financial Services of America (FSA) in 2010 shortly after graduating from Oakland University with a Bachelor of Business Administration degree in Finance. Adam holds State of Michigan Life and Property and Casualty insurance licenses...
Senior Vice President, Financial Services of America
John joined Financial Services of America (FSA) in 2004 after graduating from Butler University with a Bachelor of Arts degree in Science and Education. Over the course of his 16 years in the business, John has acquired a number of licenses,...
John joined Financial Services of America (FSA) in 2004 after graduating from Butler University with a Bachelor of Arts degree in Science and Education. Over the course of his 16 years in the business, John has acquired a number of licenses,...
Jeffery (Jeff) began his career at Financial Services of America (FSA) in 2002. In addition to Life and Property and Casualty Insurance licenses, Jeff holds Series 6, 63 and 65 securities licenses through Independence Capital Company (ICC), making...