Upstate Retirement Resource

REGISTER TODAY

Retirement Readiness Workshop

Tuesdays
February 12th & 19th

6:00 – 9:00pm

Strayer University

Greenville Campus

777 Lowndes Hill Rd
Building 3, Suite 300
Greenville, SC 29607

Saturdays
February 16th & 23rd

9:00am – 12:00pm

Strayer University

Greenville Campus

777 Lowndes Hill Rd
Building 3, Suite 300
Greenville, SC 29607

REGISTRATION FEE INCLUDES YOUR COURSE WORKBOOKS AND MATERIALS

$49

OR CALL

864-527-0482

Your privacy is important to us and we protect it with industry-standard security measures.

For baby boomers, there has been a shift in retirement planning as compared to previous generations. This is a personal financial course for those about to retire or in the early stages of retirement. It addresses difficult retirement decisions, such as in income planning and Social Security maximization, and the risks to avoid. You will learn how to incorporate long-term care, inflation, and tax considerations into your overall plan. Upon completion, you’ll feel better prepared to make decisions for your own retirement plan.

ABOUT THE COURSE

Retiring in Today’s World

  • The old retirement paradigm vs. the new paradigm
  • Creating a clear vision for retirement
  • Keys to transitioning to retirement
  • Creating a retirement road map

Tax Rate Risks

  • Why the experts say tax rates could double
  • How lost deductions may affect your taxes in retirement
  • The “catch-22” of 401(k)s and IRAs
  • When and how to convert to a Roth
  • Strategies to reduce or eliminate taxes in retirement

Retirement Distribution Planning

  • The three basic retirement accounts
  • How the new rules on “Rate of Withdrawal” affect you
  • How to liquidate your retirement assets in the right order
  • How to eliminate “Sequence of Returns” risk

Maximizing Social Security Benefits

  • The causes of Social Security taxation
  • The Social Security thresholds you need to be aware of
  • The optimal time to file for Social Security & strategies available
  • Spousal benefit options for widows & divorcees

Helping Mitigate Market Loss

  • The impact of market losses on retirement
  • Does buy and hold work in retirement?
  • Understanding risk vs. reward
  • Alternative asset allocation strategies for retirement

Estate Planning

  • A Will vs. a Trust
  • Asset gifting
  • Transferring property at death
  • What is probate, and can it be avoided?

Long-Term Care Planning

  • How a long-term care event may affect your retirement
  • Four common ways to pay for long-term care
  • Recent innovations in long-term care planning

Meet Your Instructors

Eric and Jennifer Lahaie

Eric Lahaie, RICP®, CFS®, and Jennifer Lahaie, RICP®, CAS®, have helped countless individuals and families prepare for a better retirement.

Educating thousands of retirees and pre-retirees weekly through radio and public speaking events, the Lahaies are passionate about their students’ financial education and talented communicators of financial concepts in an easy-to-understand manner. Whether it’s on the radio or in the classroom, they strive to bring the audience to a clear understanding of today’s financial issues with real-world financial truths. With that understanding, the audience can make informed pre- and post-retirement decisions.

The Lahaies have been contributors to Money.com, Fortune.com, and CNN Money, and they host the weekly Sunday morning radio show Carolina Retirement Today on 106.3 WORD.

Upcoming Courses

Tuesdays
February 12th & 19th

Strayer University
Greenville Campus
6:00 – 9:00pm

Saturdays
February 16th & 23rd

Strayer University
Greenville Campus
9:00am – 12:00pm

REGISTER TODAY

Contact Us

Office Location:

117 Woodruff Place Circle
Suite A
Simpsonville, SC 29681

P: 864-527-0482

Classroom Location:

Strayer University – Greenville Campus
Building 3, Suite 300
777 Lowndes Hill Rd
Greenville, SC 29607