An Educational Course for Adults Age 50 to 70
Questions? 678-500-9521 Course ID: VU4F1C00E

 

Now being conducted at...
Georgia State University

Thursdays
Sep. 26 & Oct. 3
6:30 p.m. to 9:30 p.m.

OR

Tuesdays
Oct. 1 & 8
6:30 p.m. to 9:30 p.m.

 

An Educational Course for Adults Age 50 to 70

Who should attend? Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

 

Learn about important financial topics such as:

  • Determine the amount of money you need to retire
  • Create your own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

 

Course Topics

  • Traditional vs. new retirement
  • New retirement opportunities
  • Values and objectives in nine areas of life
  • The retirement planning process
  • Early retirement trends
  • How long must your money last?
  • Inflation, prices and purchasing power
  • Retirement expectations
  • How much will you need to retire?
  • Can you retire today?
  • Ten retirement planning mistakes
  • Financial and cash–flow statements
  • Credit and debt
  • Taxes and marginal tax rates
  • Eleven strategies to save money on taxes
  • Taxable investments
  • Capital gains income tax exclusion
  • Investments with tax advantages
  • Traditional IRAs
  • Roth IRAs
  • IRA to Roth IRA conversions
  • Other retirement income sources
  • Social Security eligibility and benefits
  • Employment income and Social Security
  • Employer–sponsored defined benefit plans
  • Employer–sponsored defined contribution plans
  • Retiring or changing jobs?
  • Defined benefit and contribution plans
  • Three important considerations
  • Lump sum vs. IRA transfer vs. annuity payments
  • Rollovers, direct rollovers and transfers
  • Annuity income and choices
  • Early retirement considerations
  • Minimum required distributions
  • Considerations before you invest
  • Cash accounts
  • Stocks and bonds
  • Mutual funds
  • Exchange traded funds
  • Unit investment trusts
  • Individually managed accounts
  • Tax–deferred annuities
  • Investment risk management strategies
  • Disability income insurance
  • Health insurance and Medicare
  • Long–term care and insurance
  • Comparing life insurance
  • Planning for incapacity
  • Taxes
  • A will may not be enough
  • Probate
  • Gifting assets
  • Joint ownership of property
  • Direct transfer assets
  • Benefits of trusts
  • Types of trusts

 

Your Instructor(s)

Your dynamic instructor, Sam Wilkerson, MSFS, CFP®, is excited to present to you a unique, educational journey. His positive energy, receptive demeanor, and years of real-life experience create a compelling method to share knowledge. Sam believes that Clarity leads to Actions and Actions lead to Results.  His combined years in the financial industry, first as an analyst and now as a Senior Advisor at Jon Baker Financial Group, shaped his style and success in educating and empowering individuals as they look to get clarity on retirement and life planning for themselves and their loved ones.

Sam Wilkerson is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance services are offered through Jon Baker Financial Group, Inc. Woodbury Financial and Jon Baker Financial Group, Inc. are not affiliated entities. Neither Woodbury Financial Services, INC., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice. 211 Perimeter Center Pkwy, Suite 1025, Atlanta, GA 30346 | 770-392-8715 | www.jbakeradvisor.com

 

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Which class would you like to attend?

 

Thursdays
Sep. 26 & Oct. 3
6:30 p.m. to 9:30 p.m.

Georgia State University
Alpharetta Center
3775 Brookside Pkwy
Alpharetta, GA 30022
Map

OR

Tuesdays
Oct. 1 & 8
6:30 p.m. to 9:30 p.m.

Georgia State University
Alpharetta Center
3775 Brookside Pkwy
Alpharetta, GA 30022
Map

 

Classroom Experience

 

Your Course Includes:

Attend with spouse, partner or guest at no additional cost


Take-home course textbook


Optional one-on-one consultation

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