Registration:
At this FREE workshop, you will:
- Learn how you could pay MORE taxes in retirement than you thought due to lost deductions
- Discover how to use the 2018 tax changes to your advantage BEFORE taxes increase in 2026
- Learn how distributions from your 401k or IRA could cause you to lose up to one-third of your Social Security
- Understand creative strategies that will protect you from rising tax rates and help you to receive your Social Security tax-free
© 2022 Moore's Wealth Management Group
Course Section Summaries
Take a sneak-peek at our course overview:
Course instructors
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This course is offered by the Society For Financial Awareness. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.
Lanier Technical College is not affiliated with the event and should not be contacted regarding the program.
THE CHANGING WORLD OF RETIREMENT PLANNING
Available Course Dates:
March 2nd & 9th OR March 7th & 14th
Location:
Lanier Technical College
Forsyth Conference Center
2410 Ronald Reagan Boulevard, Cumming, GA 30041
Time : 6pm – 8:30pm
RETIRING IN THE TWENTY-FIRST CENTURY
Explore an updated approach to retirement planning that accounts for possible challenges and pitfalls.
TAX
RATE RISK
Discuss strategies that you can implement that may help insulate your assets from the impact of higher taxes.
RETIREMENT DISTRIBUTION PLANNING
Learn about the 3 types of investment accounts and how to use them to maximize cash flow in retirement.
ESTATE
PLANNING
Discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges after death.
MAXIMIZING
SOCIAL SECURITY
Social Security can be taxed. Learn about the impact of Social Security taxation on your retirement.
MITIGATING
MARKET LOSS
Discuss the 2 types of investment risk in every investment portfolio and how to mitigate them.
RETIREMENT DISTRIBUTION PITFALLS
Review retirement pitfalls and outline strategies designed to create more certainty in your retirement plan.
LONG-TERM
CARE PLANNING
Learn about Medicaid rules, strategies used to mitigate long-term care risk, and long-term care planning.
Mark is an Investment Advisor Representative who is specialized in working with families as they plan for their retirement years. Mark has a passion for sharing his knowledge and has taught Financial and Retirement Classes for Seniors at Brenau University, University of North Georgia, Lanier Technical College and University of Georgia Athens.
Mark Peterson
Partner/Advisor VP of Client Education
Isaac is an Investment Advisor Representative. He researches and analyzes client portfolios to help ensure accurate reporting and that the positioning of the clients’ portfolio is in line with the firm’s recommendations. Isaac remains dedicated to helping investors realize their personal financial goals by teaching and educating in seminar formats on various financial topics.
Isaac Pitt
Advisor Investment Analyst/Trader
Health & Safety Guidelines
Your safety and comfort are our top priorities. Wearing a mask is welcome, but not mandatory. If you would like to be socially distanced, this can be accommodated. If you feel sick or are running a fever, please do not attend the event. We would be glad to have you at a future event when you are well.
