October 25, 2016
    6:00 pm - 8:30 pm
    November 1, 2016
    6:00 pm - 8:30 pm

This course addresses the core concepts and real solutions necessary to establish a retirement plan in today’s economic climate.

  • • How to find passive assets that produce enough income to let you put your portfolio on autopilot

    • How to sleep well and eat well without depleting your principal

    • How to manage and allocate your assets

    • Which saving and investment vehicles are right for you

    • What tax strategies will increase your retirement income

    • Common IRA rollover mistakes

    • The latest Social Security strategies based on the new 2016 rules

    • Questions to ask an adviser

    • How to improve the performance of your 401(k) plan

    • The most common retirement obstacles and mistakes

    • How to assess the fees associated with your investments

    • Understanding your risk tolerance

    • How to plan for healthcare expenses

    • The benefits of diversification

    • What issues you must navigate in retirement

    • Key differences between Roth IRAs and Roth 401(k)s

    • Methods to overcome low or negative interest rates and generate performance



901 South Main Street, High Point, North Carolina, 27260, United States

High Point Location