FREE, TWO Night Retirement Workshop AT KSU Olathe

Retirement Masterclass

June 9th & 16th (Tuesday)

6:00 PM – 8:00 PM

OR

June 11th & 18th (Thursday)

6:00 PM – 8:00 PM

KSU – Forum Hall, Rm 110
22201 W Innovation Dr,
Olathe, KS 66061

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This is for you if...

This workshop is designed for anyone 50+ who is planning to retire within the next 10 years, has most of their savings sitting in 401(k)s and IRAs, and is concerned about taxes to and through retirement. If you want to make sure you're not missing Roth conversion opportunities — and your advisor mainly talks about investments and the market instead of taxes — this workshop was built for you.

In this workshop you will learn:

How to claim your Social Security benefits in a tax-friendly manner.
How to know if your advisor is truly ready for your retirement — and the mistakes to avoid
Determine if ROTH Conversions fit inside of your plan.
How to factor in market volatility and stress-test your plan before you stop working.
Spend more in your go-go years — without more risk
Retirement investment strategies in or near retirement
Develop a tax-efficient income withdrawal plan for your retirement.

FAQs

What will I learn?

How to retire with more than a stack of statements and a diversified pie chart! Together, we will evaluate challenges and opportunities retirees and pre-retirees face today and over the course of retirement.

Who are these workshops for?

Each workshop will have material catered to various situations, but in general, our workshops are intended for pre-retirees aged 50-67 who are in or near retirement.

Where are the workshops held?

Workshops are taught at a local college or university classroom in your Overland Park or Oalthe. The venue will vary depending on your location and time of the year.

What is the commitment if I register for a workshop?

A commitment of time and attendance! Workshops can quickly fill up, leaving hopeful attendees on a waitlist, so we ask that registrants let us know as soon as possible should a schedule conflict arise.

Who presents the workshop?

The workshop will be presented by a local, independent fiduciary advisor who will be providing accurate and up to date information. Each workshop will provide general, unbiased information to you the attendee. At the conclusion of each workshop, you the attendee may request to speak with the presenter in a private setting if you so choose.

How long will each workshop last?

The Retirement Masterclass typically last 2 hours and consists of 2 sessions.

Is anything for sale?

No, there is nothing to be bought. This is purely an informational course. These workshops are not annuity dinner seminars!

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