Retirement Planning Made Simple
WHAT BABY BOOMERS NEED TO KNOW NOW
JEFFERSON HILLS PUBLIC LIBRARY
925 OLD CLAIRTON RD ., JEFFERSON HILLS , PA 15025
TUESDAY , JULY 20 • 1:30 - 3:30 p . m . TUESDAY , JULY 27 • 1:30 - 3:30 p . m . SECTION # YCH-027-1215
TUESDAY , JULY 20 • 6:30 - 8:30 p . m . TUESDAY , JULY 27 • 6:30 - 8:30 p . m . SECTION # YCH-027-1216
$ 49 TUITION
COUPLES MAY ATTEND FOR THE PRICE OF ONE
AN OFF-CAMPUS ADULT EDUCATION COURSE BROUGHT TO YOU BY CCAC
COURSE DESCRIPTION
This course is designed as a comprehensive personal finance course for those in the early stages of retirement or those preparing to retire . It addresses pitfalls to avoid , difficult retirement decisions and other essential information .
WHAT WE WILL COVER
• Reasons Retirees Commonly Run Out of Money
• Rising Health Care Costs in Retirement
• Optimal Asset Allocation in Retirement
• When to Consider Taking Social Security
• When to Do a Roth Conversion
• Asset Preservation in Retirement
• Tax Reduction and Legacy Planning
• How to Develop an Income Plan and Account for Inflation
• Sequence of Returns Risk / Retiring Into a Bad Market
WHO SHOULD ATTEND ?
• Individuals and couples nearing or at retirement who are looking for the answer to “ what to do now ?”
• Those concerned about our financial markets and who want to prepare for the “ next ” recession
• Baby boomers looking for retirement guidance based on academic research
• Investors looking for new perspectives or ideas
ABOUT YOUR COURSE INSTRUCTOR
Roy Laux brings more than 30 years of experience in the investment and insurance industry to Synergy Group . He has helped thousands of pre-retirees and retirees develop successful retirement strategies through his simple yet powerful approach . Roy has been a featured speaker for many local businesses and quoted in dozens of financial media outlets such as CNBC , Fox News , Bankrate . com and PCNC NightTalk . Roy also hosts the “ Laux on Your Retirement ” radio show .
Register online at : https :// shopcommunityed . ccac . edu / or by phone : 412-788-7546
SPACE IS LIMITED DUE TO SOCIAL DISTANCING GUIDELINES .
Roy Laux is a registered representative with securities offered through J . W . Cole Financial , Inc . ( JWC ). Member FINRA / SIPC . Insurance and annuities offered through The Synergy Group , Inc ., PA insurance license # 54229 . The Synergy Group , Inc . is not affiliated with a government agency . Synergy Financial does not give tax or legal advice to individuals ; you should contact your own personal attorney or tax advisor . Any comments regarding guaranteed income streams refer only to fixed insurance products . They do not refer , in any way to securities or investment advisory products . Fixed Insurance Annuity product guarantees are subject to the claims-paying ability of the issuing insurance company and are not offered by JWC . Synergy Financial Group and JWC are unaffiliated entities .