This No-Cost Retirement Planning Workshop is for Accounting Professionals, EAs, Business Owners, & CPAs...
HOW TO SECURE YOUR CLIENTS' FUTURE...
WITH BUSINESS RETIREMENT PLANNING STRATEGIES
Attend our NO-COST Workshop To Learn Advanced Planning Strategies For Your Clients!!
First Name:
Last Name:
Phone Number:
Email Address:
Where:
Dos Amores Tex-Mex Restaurant
209 W. Bedford Euless Rd,
Hurst, TX 76053
When:
Tuesday, August 19th at 12:00 PM
When:
Chicken, Vegetarian, Beef, Salad, and more
Presenting Your Host: Mario Jasso
Coalition of Licensed
Retirement Planning Educators
What You Will Learn In This NO-COST Workshop:
Safeguard & Maximize SSI, Pensions, & Savings
How to optimize Social Security, Pensions, and the life of your clients' savings.
Investment Bucket Strategies
How to create a robust bucket plan with your clients' investment portfolio.
Create YOUR Own Comprehensive Plan
How to create your own (and your clients') plan for withdrawals, investments, taxes +
Join us for an in-depth workshop focused on business retirement planning strategies, with a special emphasis on the Small Business market. This session will cover both the accumulation and distribution phases of retirement planning, offering a clear overview of the various types of qualified retirement plans and their design options.
We’ll explore key factors in selecting the right plan based on employer goals, workforce demographics, and tax considerations. You'll also gain insights into potential regulatory changes and how they may impact planning strategies moving forward.
This presentation includes opportunities for discussion and interactive learning.
What is Retirement Fundamentals?
Retirement Fundamentals is a coalition of experienced retirement and estate planning professionals throughout the U.S. that are passionate about educating pre-retirees and current retirees.
This workshop will teach you how to create your own 21st Century Estate Plan.
The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date estate education. Benefits Center was created because of that lack of proper financial education on all areas of retirement.
Is there a fee?
There is no fee or charge to any of our workshops. We are set on serving communities and education for all.
How long is the workshop?
Retirement Fundamentals workshops are delivered in a classroom style format in 1 hour or less.
Who sponsors the event?
Retirement Fundamentals does not promote or endorse any specific product or company, and no selling is allowed.
Retirement Fundamentals workshops are for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.
Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course. Our instructors are licensed and trained retirement and/or insurance professionals. These courses are held all around the country at universities, libraries, and community centers.
Join Us For This NO-COST Workshop...
...And Find Out How THOUSANDS Of Accountants, CPAs, EAs, and Business Owners, Who Are Just Like You, Are RELIEVING Clients With Their Fully Customized Retirement Plan!
This NO-COST Workshop Creates
A Comprehensive Retirement Plan Tailored Just For Your Clients!
5-Star Education
Have met with them. We are just starting this retirement thing. They are so knowledgeable and helpful. Thank you.
Jim D.
