This two hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. This course is designed to take the confusion out of retirement planning and empower you to understand your finances and design a plan based on sound principles and safe practices. This course will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. Upon completion you will know how to properly allocate your assets, accurately devise a plan for Tax Free income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your tax free retirement goals and leave a legacy to your loved ones as well.
What You Will Learn
All course attendees will automatically receive a FREE Membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:
Information and Legal Disclosure about AFEA
AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.
Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.
Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.