ISU Pond Student Union Building
1080 S. 5th Ave. Pocatello, ID
May 24, 2023 from 6 – 9 p.m.
ISU University Place, CHE Building
1784 Science Center Drive, Idaho Falls, ID
May 24, 2023 from 6 – 9 p.m.
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. This course is designed to help retirees properly prepare for retirement – nothing will be sold to you.
Learn from Expert Retirement Instructors, Conquer Your Fears, and Learn the Essentials of a Comprehensive Retirement Plan Designed for YOU.
You’ve likely heard from your current advisor, or even a friend or loved one, that to have a successful retirement, you need to save in your working years and have a “bulletproof” income strategy or tax plan.
While we agree, there’s much more to it.
Only one thing truly will. That’s being educated and making educated decisions leading up to and in retirement.
Million-dollar portfolios can lose value overnight. Taxes can go up. Social Security rules can change.
Only knowing and, more importantly, understanding each component of your retirement; how your plan is safeguarding your assets and lifestyle; that’s what will give you peace of mind.
This is exactly what you’ll find in this course.
In our 3-Hour, Comprehensive Retirement Class, we’ll equip you with the knowledge and tools to address your biggest retirement concerns and tackle them with confidence.
We’ll drill deeper into real retirement strategies that are typically reserved for only the most wealthy Americans, and help apply them to your own situation – no “all in one” solutions.
What do you want to accomplish during your retirement years? Pursue hobbies? Travel? Volunteer or work part-time? The course begins with quick individual exercises to help you begin thinking about non-financial planning.
According to the Employee Benefit Research Institute, 55% of workers are very or somewhat confident they will have enough money to "live comfortably" throughout retirement. We'll help you do exercises to determine how much money you'll need to retire in the future.
We'll identify the 10 biggest retirement planning mistakes and how to avoid them. In particular, 11 strategies for saving money on this year's taxes. Tax-planning strategies can influence your decisions about your investments, IRA's, employer-sponsored plans, estate planning, & more!
We'll investigate the many ways to save for retirement and discuss the advantages and disadvantages of each. You'll learn about IRA strategies, employer-sponsored retirement plans, and Social Security benefits to example the choices you must make.
We'll address the crucial decisions people must make about their retirement plans when they actually retire. In most cases, these decisions can't be reversed. We discuss strategies that allow you to take money out of your retirement plan, while maintaining flexibility in retirement.
You'll learn about cash accounts, stocks, bonds, mutual funds, exchange-traded funds, individually managed accounts, tax-deferred annuities, and important considerations before you invest.
There are common types of investment risks. We will discuss risk management strategies, including various insurance strategies. Medicare and long-term healthcare will be discussed, as well as life insurance.
It's not just about money, and it includes much more than planning for your death. It involves personal decisions that affect you, your family, and loved ones. Even while you're still living. You'll learn strategies and techniques to minimize or eliminate income, gift and estate taxes, expenses, delays, legal challenges, and a shortage of liquid assets following your death.
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.