You're Invited to Join Us at Idaho State University for our 2 Night Educational Course
Retirement Planning Today
Class Details:
ISU University Place
1770 Science Center Drive, Idaho Falls, ID
February 15 and 22 from 6 – 9 p.m.
$49 $24.50
SAVE 50% WITH PROMO CODE: RETIRE2023
Questions about the course?
Call us at 208.552.9169
Seating is limited on a first-come-first-serve basis. Your course materials will be provided at the event.
Bring yourself, a guest, and a mindset ready to learn. We’ll give you a textbook to keep – follow along and use it to help create your plan!
Attend this course to learn:
- What to Know So You Don’t Outlive Your Retirement Assets
- Strategies to Combat Inflation in Retirement
- Understand Taxes and How They Impact Your Retirement Plan
- Is Early Retirement a Reality in Today’s Economy
- How to Manage 401(k) Distributions and RMD’s
- Maximize Social Security benefits
- Create & Implement a Retirement Budget
- Differentiate Life Insurance Needs
- Assess Your Risk and Costs of Long-term Care
- Understand Benefits of Life Insurance
- Live Your Purpose in Retirement
Please Review These Questions.
Anything Sound Familiar?
- When the market becomes volatile, are you concerned with how that will impact your retirement savings? Or your lifestyle in retirement?
- Do you wonder when the best time is to take Social Security, or withdraw money from your IRA, 401(k), or pension to maximize benefits?
- When there's economic uncertainty, does the thought of spending your hard-earned money in retirement make you feel uncomfortable – after working your entire life accumulating it?
- Do you want direct live access to experts who can help you answer and address your biggest retirement concerns?
- Are you within 10 years of retirement and would like a holistic strategy designed for you without a "salesy" pitch or solicitation?
- Is your legacy important to you? Ensuring your family is taken care of and the best strategy to make the biggest impact with your money in the most tax-efficient way possible?
- Concerned about how you will be able to cover the cost of a long-term illness in retirement should it arise? And still live the same (if not better) lifestyle as you're living right now?
If You Said "Yes" to Anything
We Invite You to Attend Our Next Course
Investment Advisor Representatives with and Advisory Services offered through Journey Retirement Planning and Investment Management, a SEC Registered Investment Advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Journey Retirement Planning and Investment Management is not affiliated with any other named entity.