Retirement Class Information & Agenda

Course: Retirement Income Strategies: The Transition to Retirement

Teacher - Joe Arsenault, CPA, PFS

When: tuesday, May 2, 2017


6:15pm - 8:15pm

Cost - Free for Arizona Residents 

Limited to the first 25 people who sign up.

Location - Chandler Community Center

125 E Commonwealth Ave
Chandler, Arizona 85225

Course agenda 

  • Employer retirement plans: 401(k)s, pensions and stock options -
    • What are your options when you retire and why do they matter? 
    • Common traps to avoid with your retirement accounts when transitioning to retirement.
    • Unique strategies that can help you get more out of your retirement accounts. 
  • IRA and Roth IRA Strategies -
    • Why IRAs can be retirement planning disaster if not handled properly.
    • What are required minimum distributions and how should you manage them?
    • How Roth IRAs differ from Traditional IRAs and why they may be crucial to your plan.
    • When you should consider Roth conversions and how to benefit. 
  • Maximizing retirement income - 
    • How to get the most out of Social Security benefits. 
    • How to beat the 4% withdrawal rule and still preserve your retirement assets.
    • Tax-sensitive withdrawal strategies.
    • Strategies that create tax-free income.
    • Financing retirement healthcare. 
  • What to expect going forward. 

Take home Material will be provided  

These courses are currently offered as part of our community out-reach and they do not cost anything to attend, but sign up is required in advance. The teacher is a CPA Personal Financial Specialist who specializes in retirement planning. 

Please Fill Out Information Below to Reserve Your Seat Today

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Does the date and time not work?

Have us add you to our future retirement course attendee list and we will contact you when we schedule our next one