March 28 & 30
Monday & Wednesday | 6:00 pm– 9:00 pm
Ridgeway Business Center, Memphis
REGISTER HERE
This 2-day course is a perfect starting point for anyone who wants to build an effective retirement plan.
The course offers an in-depth look at how to plan for your retirement. You’ll be able to learn about tax savings and investment strategies, as well as the importance of saving consistently over time so that you can live comfortably when it’s all said done!
What Is Included In This Course
Course takes place over two 3-hour classes and includes the following:
Education Content
You’ll learn about concepts and strategies like identifying hidden risk, time horizon, and market volatility – not specific financial investments. Your instructor will be straightforward with language that’s easy to understand while using full-color graphics as support in illustrating important information you need to know about finances.
Retirement Workbook
The comprehensive 135-page financial workbook is both your guide to the course and a valuable reference tool. Take-home exercises allow you to plug in your numbers and review options that could impact your retirement.
Complimentary Consultation
You may visit with your instructor after completion of the course and ask questions regarding specific financial situations. This consultation is complimentary for workshop participants but is not required.
YOUR INSTRUCTOR
Larry J Tolbert, MBA, CEP, AIFA
Larry Tolbert specializes in developing and implementing retirement and estate plans for qualified private clients. He incorporates advanced tax planning techniques to minimize income and estate taxes and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.
As Americans we spend most of our adult lives making financial decisions, yet receive virtually no formal financial education from elementary school through college to prepare us for these challenges.
Bypass Roadblocks to Success by Studying These Important Topics
Learn how to help identify and bypass them.
Calculate the amount of money you need for retirement and write your own goals.
Utilize income tax reduction strategies with the goal of keeping more retirement income.
Converting employer-sponsored retirement plans to your IRA and ROTH.
Structure your retirement income to help preserve your standard of living.
Transfer the risk of potential income losses to help preserve your income.
Structuring your retirement distributions and tax consequences.
Avoiding probate and learning how trusts and charitable giving might benefit you.
Increase your financial literacy so you can better manage your investment goals.
What risks are you exposed to and the major threats to your retirement?
Learn how strategies like asset allocation and diversification can help manage risk in your portfolio, as well as learning how to measure your risk.
Become familiar with distribution strategies that may help preserve your estate.
Schedule Your Class Today
Great Hall
1900 S Germantown Rd, Germantown TN 38138
East Memphis
6055 Primacy Parkway #160, Memphis, TN 38119
