Maximizing Social Security
When to apply, how your age affects your benefit, and how spousal and survivor benefits work.
View coursePREPARE® Retirement Course
A 2-day course covering income planning, taxes, Social Security, wealth management, health care and insurance, Secure Act 2.0 and legal documents.
Tuition applies
What You Will Learn
This 2-day course will address the following topics:
- INCOME PLANNING – Learn how to develop a tax-efficient income distribution plan that ensures maximum lifetime income.
- TAX PLANNING – Learn about the different taxes in retirement & strategies to reduce or eliminate these taxes.
- SOCIAL SECURITY – Learn how the system works, potential changes coming, and strategies available as to how and when to elect benefits.
- WEALTH MANAGEMENT – Learn more about the markets, different investment philosophies and the effects of volatility on a retirement plan.
- HEALTH CARE & INSURANCE – Learn more about healthcare, Medicare, life insurance, and long-term care planning.
- SECURE ACT 2.0 – Learn how to navigate the Secure Act 2.0 legislation and how it will impact your retirement.
- LEGAL DOCUMENTS – Learn how to properly plan your estate through the use of wills, trusts, and other legal documents.
Taught by Experienced Financial Professionals
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Landon Randall
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Austin Fetch, CFP®
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Dayne Ventrone, CFP®
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Chris Thomas
Choose a date
Upcoming Classes
Attendance requires pre-registration.
No Upcoming Classes Right Now
Check back soon for new dates, or feel free to reach out to our team directly at (623) 250-7004 .
Our courses
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Taxes in Retirement
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Medicare 101
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Successor Trustee/Executor
This course is designed to help individuals and families understand what happens after a loved one passes, and how to prepare the people you trust to step in with confidence.
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