The A to Z Class on Retirement Planning!

​· The Color of Money - with taxation overview & Rule of 100
· A look a your expenses, medical costs and inflation
· Income streams - to inflate or deflate, that’s the question
· Social Security Maximization - everyone’s concern!
· CD’s, Savings, Pensions & SS, and making your own pension
· Understanding Portfolio RISK - most folks do not understand this!
· Assets Under Management, RMD’s, Delayed RMDs
· How to make a financial decision -  this is Job #1!


Handouts:     Guide to Social Security  |  Relevant Articles  |  2016 Tax Summary

Retirement Test Drive - Class 102 coming soon!

This will be a deep dive into Stock Market Risk, Spend Down in Retirement, Managed Money and Income Allocation (not Asset Allocation!)

adult education classes for Retirement READINESS Planning in BRYAN/College Station

​It is easy and fast to Register Online for any of the 3 classes offered. 

Just CLICK any green button below to register.

We have daytime and evening classes in our office just 4 minutes from Briarcrest & Hi-6

After you Register you will receive a map and class information via email.

Address

7162 Mesco Dr.  Bryan TX 77808

Empowering Women - The Top Six Potential

Pitfalls for Women


      (1) Not Understanding the Source of Financial Advice.

      (2) Allocating your Assets Appropriately.

      (3) Taking Advantage of Stretch IRA Options

      (4) Failing to Prepare for Legacy Planning

      (5) Considering Options to Fill the Income Gap

      (6) Evaluating a Complete Retirement Overview BEFORE Making Any Decisions


Additional Handouts:
     
 TOP 6 THINGS every woman should do AFTER the death of her spouse.
       TOP 10 THINGS  every woman should do BEFORE the death of her spouse.
       Guide to Social Security    |    Case Studies    |    Relevant Articles  |  Fact Sheet

​​ Social Security Maximization & Retirement Pitfalls

What Baby Boomers Need to Know -  NOW  - to Maximize their Income for a Lifetime!

  • When Should I/we apply for benefits?*
  • How can I MAXIMIZE my/our benefits?*
  • What’s the EXACT cost to claim early?
  • What’s the EXACT benefit to delay claim?
  • Relevant couples claiming case examples.
  • What’s left after the Bipartisan Budget Act of 2015
  •                               changes in the SS claiming laws.
  • Optional Social Security Claiming strategies if you Divorced or Widowed? *
  • Long Term Care options for Boomers and older seniors.
  • Money Saving couples options for Long Term Care you never knew existed!
  • How to spot a Long Term Care “look or sound alike” policy you may not want.
  • Reference Handouts and a Social Security Guide Book to take home for all attendees.

​*The Social Security Admin. cannot do this for you!

This is an educational class.  Nothing will be sold or offered at this event. 

Not affiliated with or endorsed by the Social Security Administration. 


Adult Financial Education Classes - Free Retirement Readiness Series

-  3 Different Classes For Singles & Couples age 55 and older  -  

Many financial rules change in retirement – find out which ones may affect YOU    

Questions?   Call  979-820-4281

Copyright
© 2016 Black Swan Retirement Solutions, LLC

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Retirement Test Drive - Class 101

Learn the right questions to ask!  Lots of class input as each class designs a new retirement plan on the fly! 

What can a Retirement Readiness Class do for me?

If there was an option you did not know about or a misunderstanding you had in your

future retirement plans, when would you want to find out about it?            

NOW or after it's too late?      Change that, come to a retirement readiness class!

Check back often as we may add a new class or dates whenever they are ready. 

Signup for our monthly newsletter and also get a once a week retirement planning article. 

Got a question?  Call 979-820-4281

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