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Taxes in Retirement Class
When:Option 1: Class on 11/26/18
Option 2: Class on 11/27/18
Where: Harper College
Cost: Free
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Class Summary

Retirement is rated one of life’s most stressful events. Do you have a retirement strategy? According to Forbes, the first stretch of your much anticipated retirement is likely to be the most stressful event of your life.

Taxes are the biggest expense you will have in retirement! Learn how to structure a financial plan that not only focuses on growth but on lowering your overall tax liability. "It’s not how much you make, it’s how much you get to keep!"


Topics Covered:

Learn to how plan for:

  • Required Minimum Distributions
  • Potential Roth Conversations
  • Large Withdrawals for IRA's
  • Social Security Benefits
  • Medicare Premiums
  • Capital Gains

Taxes can have a domino effect causing you to have less in your pocket.


Registration Instructions:

Please click the Register Now button below next to your desired date and time to register for this class.

 
Class Date / Times
Dates Times Notes
Upcoming Times
Option 1
Monday,
11/26/18
6:30 PM to
8:00 PM
Session 1 of 1 Register
Option 2
Tuesday,
11/27/18
6:30 PM to
8:00 PM
Session 1 of 1 Register
Class Instructor

Jordan Flowers

Jordan Flowers has been giving his clients peace of mind in their finances for over 12 years. He firmly believes people don’t plan to fail; they fail to plan.

Since a young age, Jordan was introduced to the financial service industry. His father is a financial advisor and he heard many stories of financial success and stories of financial failure from clients not having a financial plan. Jordan strongly believes people should have a written living plan for their finances and a goal in mind.

Jordan’s clients have a written plan incorporating investments, life insurance, estate planning, taxes, long-term care and expenses to live the lifestyle they desire. Although Jordan believes having a plan for all aspects of their finances are important, he feels the most important thing that the client should know is this: 

“The client doesn’t always want to know how much you know; they want to know how much you care.”

If you are 55-70 years of age and preparing or maybe already in retirement, make sure you have a written plan, and a road-map to guide you to your goals. As with anything in life, life doesn’t always go to plan but when you put a plan on paper your ten times more likely to achieve your goals. When you can have all your income sources and investments work in tandem while minimizing taxes your finances will run like a fine-tuned machine propelling you to accomplish your goals

Location

Harper College

1200 W. Algonquin Rd.
Palatine, IL 60067

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Payment / Security
We accept:
Visa Discover MasterCard American Express
For Your Security
Accept Credit Cards
Support / Questions

If you have any questions, please feel free to call us at:

847-499-3454