Financial Planning Classes
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Instructor: Jeffrey Beyer, American Prosperity Group
Maximizing Retirement Income and Protecting Your Money
How to safely generate maximum income from IRA’s, 401k’s & savings that will last as long as you do - How annuities work, their pros & cons, and what role they can play - How to create a comprehensive retirement income plan - Find out the shocking truth if your portfolio is lacking: 1) maximum income for life 2) safety of principal 3) growth 4) liquidity and 5) tax-advantages! Don’t miss this session!
Savvy Social Security Planning
State of the union with Social Security solvency - How is my benefit calculated and how can I make it grow? - Understanding all of the rules of the road (ages, COLAs, etc.) - Whether to delay social security or not - Understanding the nuances of spousal benefits, divorce benefits, widow benefits - How to maximize the amount that social security will pay - Understanding the tax ramifications of social security.
How to Address the High Cost of College - Developing a College Investment Plan - The New Educational IRA - Maximizing Financial Aid - Investment Alternatives.
Women Approaching Retirement and Beyond
Life Insurance & Long Term Care Insurance - Planning for Your Retirement - Women and Money - Divorce and Widowhood - Retirement Planning - Estate Planning - Risk Management.
Life Insurance and You
Life Insurance 101 - Who Needs Life Insurance? - What are the Types of Life Insurance? - How Can Life Insurance Be Used? - How Do I File a Claim?