E 161 RETIREMENT PLANNING BOOT CAMP (3 nights)                                  Fee: $60

Module 1: Wednesday, October 14th 7:00 - 8:30 PM HS Room: 185

Module 2: Wednesday, October 21st 7:00 - 8:30 PM HS Room: 185

Module 3: Wednesday, October 28th 7:00 - 8:30 PM HS Room: 185

Did you know most people spend more time planning a one-week vacation than they do their entire retirement? This boot camp is designed to change that. Over three focused sessions, you'll build a clear understanding of the challenges pre-retirees — and even many current retirees — most often run into, along with the strategies that help you navigate them with confidence.

The series covers six key areas:

● Investing: how to build an income stream that outlives you

● IRA strategies: rollover options and the RMD mistakes to avoid

● Tax planning: the moves to make at each stage of retirement

● Healthcare: managing costs, transitioning to Medicare, and planning for long-term care

● Estate planning: preparing for a smooth transfer of your assets

● Social Security: how to maximize your benefits

We encourage you to attend all three sessions to get the full picture, but you're welcome to join individual classes if that's all your schedule allows.

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.