Planning for retirement is no longer just about stashing money away for your later years.
The 21st-century financial landscape has changed dramatically—and with it, the rules for reaching retirement comfortably have evolved. From shifting market dynamics to rapid technological advancements, preparing for retirement now requires a more strategic, informed, and adaptable approach than ever before.
The days of simply relying on pensions or Social Security are behind us. Today’s retirees face unique challenges like rising healthcare costs, fluctuating inflation rates, and longer life expectancies. These realities create a pressing need for a comprehensive financial plan tailored to your individual goals and needs.
With markets influenced by global events, interest rates, and emerging technologies, your investments need to be nimble. A one-size-fits-all approach doesn’t cut it anymore. Sound planning empowers you to stay ahead, allowing you to maximize growth while protecting your hard-earned savings from unnecessary risks. Join us at this workshop to learn how to prepare a plan for retirement.
Principles of Retirement Planning
Investing in the 21st Century
- Topics We'll Cover
Investing in today's world is about more than choosing stocks or mutual funds. It’s about aligning your portfolio with the realities of today’s economy and tomorrow’s possibilities.
Understand how inflation can erode buying power or how geopolitical shifts can impact investments.
Understand the real risk of certain investments and the different perspectives of common strategies.
…plus so much more!
Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight. Milestone Educators and SPG are not affiliated with or endorsed by any government agency.
- Bellevue College
- Tuesday, February 11th from 5:00 pm – 9:00 pm
- Saturday, February 15th from 9:00 am – 1:00 pm
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Principles of Retirement Planning
Education lies at the heart of smart retirement planning. Knowing the difference between tax-deferred accounts, Roth IRAs, and after-tax investment options could save you thousands in taxes over the course of your retirement.
By taking the time to learn, you can achieve a deeper clarity about how to effectively make a plan for your savings.
- Have you attended all of our courses?
Retirement Education at Your Hands
Medicare 101
Gain clarity on the complex Medicare system. Learn about the A, B, C’s (and D) of Medicare and recognize your options when it comes times to enroll.
Tax-Advantage Planning Strategies
Learn tips and strategies specifically designed for different life situations to help you maximize your benefits. Gain the clarity you deserve to chart your path forward.
Our goal is to help others make informed decisions about their finances and retirement planning. That’s why we offer straightforward and engaging courses on topics of key interest to baby boomers, including conservative investment strategies in an evolving market, maximizing income in retirement, and using tax-advantaged strategies to leave a legacy for loved ones. Start your journey to financial clarity today.