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Retirement Seminars

Passport To Retirement Seminar

Develop money management skills that can last a lifetime

Investing a few hours of your time at our retirement course could pay off immediately. You should gain confidence in your financial decision-making ability.

 

Are you on track to accumulate the savings needed to enjoy the retirement lifestyle you deserve?

Have you asked yourself these questions about your future?

  • Can I retire on Schedule, or will I have to postpone retirement?
  • How much money will I need to retire?
  • Are there better ways to manage taxes?
  • How will I provide for my family and heirs?

This course will help you…

  • Steer Clear of Roadblocks

  • Acquire Sound Information

  • Focus on Your Goals

  • Take Action!

Join us from the comfort of your own home  or in person for an informational seminar covering retirement income strategies.

IN PERSON - Mt. Hood Community College

  • Part One Wednesday, May 4th - 6:30 pm
  • Part Two Wednesday, May 11th - 6:30 pm

VIRTUAL - From the Comfort of Your Own Home

  • Part One Tuesday, May 17th - 6:30 pm
  • Part Two Tuesday, May 24th - 6:30 pm

Cost: $69

  Get Answers to your Critical Questions about Your Social Security Benefits, Retirement Income, and Financial Planning Issues.

Attend this virtual seminar from the comfort of your own home!
Limited virtual space is available, so sign up now!
Attend this upcoming virtual seminar to learn about the many issues that can dramatically impact your Social Security, retirement, and estate planning decisions. In addition to answering your questions about Social Security benefits and options, the session will explore specific strategies to help you gain maximum retirement income and minimize your tax burden.

Learn how to:
    • Determine your break-even point
    • The differences between regular and spousal benefits
    • Whether you should delay benefits
    • How to integrate your Social Security benefits into a sound financial plan
    • And MORE

Your instructors will provide objective answers to these and any other questions or concerns you have regarding Social Security benefits, retirement, and wealth transfer issues.

Will Social Security be solvent through my retirement years?

      • When can I afford to retire?
      • How do my spouse and I coordinate our Social Security benefits for maximum advantage?
      • What are the tax consequences of taking Social Security benefits?
      • How do Social Security benefits integrate with my retirement plan?
      • Can I make my retirement income inflation proof?
      • Is it too late to create a viable retirement plan?
      • Can I avoid unnecessary financial risk in retirement?
      • Will my plan allow provision for my heirs?

IN PERSON: MT. Hood Community College, Saturday, April 2nd, 2021 10:00 AM

VIRTUAL: Attend from the comfort of your own home, Tuesday, April 5th 7:00PM

Meet Your Instructors

This seminar is presented by financial services professionals. They not only draw upon real-life experiences with numerous clients, they are also licensed in the areas of investment securities and insurance. Your instructors are:

Wayne von Borstel, CFP®, MSFS, ChFC®, CLU®
Craig Smith, CFP®, CFA®, ChFC®, CLU®