E 163 RETIREMENT PLANNING BOOT CAMP (3 nights)              Fee: $60

Module 1: Wednesday, March 18 7:00 - 8:30 PM HS Room: 185

Module 2: Wednesday, March 25 7:00 - 8:30 PM HS Room: 185

Module 3: Wednesday, April 1 7:00 - 8:30 PM HS Room: 185

Did you know that most people spend more time planning a week-long vacation than they do

their retirement? This boot camp series aims to change that and better position you for your golden years. Upon completion of our 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and even many retirees) encounter.

Our series will cover six key areas:

· Investing: including how to provide an income stream that outlives you

· IRA strategies: rollover options and common RMD mistakes

· Tax planning: knowing the actions you should be taking throughout each stage of retirement

· Healthcare: managing expenses, transitioning to Medicare, and long-term care

· Estate planning: how to prepare for a smooth transition of your assets

· Social Security: how to maximize your benefits

We encourage everyone to attend all three sessions to get the most out of boot camp.

However, you can participate in individual classes if your schedule doesn’t permit.

INSTRUCTOR: Paul Muller, CFP, AEP, graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.