C.O.R.E. Workshop

TIME FOR A NEW MODEL
Transitioning to a new phase of life requires a new approach to managing your finances.

RETIREMENT PLANNING
Creating a Retirement Blueprint that covers all aspects of retirement planning.

CHOOSING AN ADVISOR
What to look for when choosing a partner in your retirement journey.

MAXIMIZING SOCIAL SECURITY
Making your Social Security benefit a powerful tool in your retirement plan and how to protect it from being taxed in perpetuity.

PROTECTING AGAINST MARKET LOSS
Challenging traditional approaches to risk management and how they relate in today’s atmosphere.

TAX STRATEGIES
Learn how to set up your 401(k) properly and learn the differences between taxable, tax-deferred and tax-free.

ESTATE PLANNING
Legacy and incapacity planning, why you may have no control over your spouse’s IRA, 401(k) or retirement benefits.

DISTRIBUTION PLANNING
How the sequence of your investment returns may dramatically impact your savings.

LONG TERM CARE OPTIONS
Protecting a lifetime of hard work from disappearing due to a prolonged health event

If you are unable to complete your payment or registration, please call (480) 448-6270.

Date

Aug 20 2019

Time

05:30 PM - 08:00 PM

Cost

$29

Location

BBB Phoenix
1010 E Missouri Ave, Phoenix, AZ 85014
CORE

Organizer

CORE
Phone
(480) 448-6270
Email
info@URAgroupaz.com
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