This free presentation is given by Jeff Young, a member of Free Speakers Phoenix.
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You’ve won the game! Now What? The goal of wealth accumulation gradually gives way to that of efficient money management in retirement. It certainly isn’t the same skill set and has a different set of challenges and opportunities associated with it. Planning for that stage while you are in your peak earning years can help insure a retirement of dignity and independence if you plan now.
Financial Planner and Investment Advisor Jeff Young speaks about that life phase in this presentation entitled “The Run for the Roses.” It is he will address such issues as:
• Creating a New Safety Net
• Gifting
• Planning a Social Security Strategy
• What are RMD’s (Required Minimum Distributions from Retirement Plans) and when do you take them?
• Educating the Survivors
• Maximizing your tax bracket
• End of Life Planning
• The One Property Asset that will give your Heirs Fits and how to avoid that
No charge, no honorarium, no mileage costs. This guest speaker is free for in-person presentations in Phoenix and virtual presentations nationwide.
Free Speakers Phoenix is a pro bono speakers bureau. Since 2017, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Phoenix area. Learn more about how it works.
