Rejuvenate Your Retirement
Tom Doncaster
I empower successful professionals planning retirement to optimize taxes, navigate Social Security, manage healthcare, and build financial security with personalized strategies for lasting peace of mind.
How did your parents retire? Like most in their generation, they may have worked for many years at the same company, retired around age 65 and received their income between their pension and Social Security. Retirement was a generally simple concept for them.
Your experience so far may have been very different. Our changing society has give us retirement options your parents likely have never dreamed of, and with those opportunities a nearly overwhelming number of decisions and added responsibilities.
Many retirees can expect their good health to last longer than that of their parents. Combined with increasing lifespans and (in some cases) earlier retirement, today's seniors may spend more than a quarter of their lives in retirement. As a result, many have become increasingly concerned about outliving their money.
This workshop will address:
- How long will my money last?
- Retirement Tax Strategies
- Social Security and Medicare
- Optimizing Portfolio Withdrawals
- Elder Fraud Prevention
- Long Term Care and Estate Planning
Location: Columbia Basin College - L Bldg Rm #L101 - Pasco, WA
May 22nd and May 29th......For Registration and Costs: 509-572-9245
Registration Deadline is May 17, 2018.......