Here's What You'll Learn

 Learn how today's retirement world is different from the past and how to properly prepare for and maintain a retirement plan in today's global and ever changing financial world.

NEW SECURE 2.0 ACT - Learn how to navigate the new Secure 2.0 Legislation passed in December 2022 and how it will impact your retirement.   

Tax Planning - First learn how the tax system works and about all the different types of taxes in retirement. Then learn about upcoming proposed tax legislation increases and the taxation tools and strategies available for use to reduce or eliminate these taxes and become as tax efficient as possible.

Income Planning - Learn how to develop the proper income distribution plan and draw from that plan in the most proper way to ensure maximum lifetime income with minimal tax.

Social Security - Learn about how the Social Security system works, potential changes coming to the system, and the strategies available as to how and when to elect your benefits.

Wealth Management - Learn about why investing in retirement is different from investing during your working years. Learn how markets work, the effects of volatility on a retirement plan, and the different investment philosophies available.

Health Care and Insurance - Learn detailed information on healthcare, Medicare, life insurance, and long-term care to help protect your retirement.

Legal Documents - Learn how to properly plan your estate through the use of wills, trusts, and other legal documents.

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Our Classroom Format

  Our most popular video on how the tax code works in retirement and how to become as tax-efficient as possible.    

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Two Course Options to Choose From

 Tuesday, June 13, 2023

Tuesday, June 20, 2023

6:00pm - 9:00pm  

Thursday, June 15, 2023

Thursday, June 22, 2023

6:00pm - 9:00pm  

  

Seating is limited, so please RSVP soon.

Once the class is full, wait listing will be done on first come, first served basis. 

If you have any questions please call our office at 727-643-5200.

  

COURSE INSTRUCTOR

Patrick W Sandner

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Why is Retirement Education so Important?

With constant tax laws changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probably onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater.

Today's retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income now and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk, and market risk being among the many.

This course is designed to deliver comprehensive and up to date information, education, and knowledge to help you properly prepare for and maintain a retirement plan in today's world. 

Who Should Attend?

There are so many different and important decisions to make when planning your retirement. Thus, proper information, knowledge, and education is key. This course focuses on your specific retirement planning questions and concerns.

This Course is Designed For:

Individuals who are retired or will be retiring within the next 10 years.

Individuals looking for proper and accurate retirement education and knowledge that is not taught in most schools and universities and is not available through most outlets.

Investors looking for the most up-to-date and accurate information about taxes, healthcare, income, and estate planning as well as unbiased information on how investments and the markets really work, and not the standardized information shared by large brokerage houses, banks, and Wall Street firms.

Current and future retirees who are concerned about the future of U.S. tax rates and trends.

Does this sound like you? 

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  What are previous attendees saying?

“This is the exact education and information I have been looking for my whole life. This course needs to be made available in every city.”   

Evelyn M.    

"The quality of information and education provided by this course is excellent. Plus, it is presented and explained in easy to understand terms and examples. I highly recommend this class to anyone who cares about their retirement plan."    

Julie C.    

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Advanced Registration is Required.

Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come-first-serve basis.

Map of Course Location

The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.  

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