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Fairfield University

Classes starting

Tuesdays  – May 22 & 29 – 7:00 PM – 9:00 PM

or

Thursdays – May 24 & 31 – 7:00 PM – 9:00 PM

or

Saturday (Part 1 & 2) – June 9 – 9:00 AM – 1:00 PM

Couples Need Just One Registration!

Course Objectives

This course has been designed to develop an essential knowledge of the working principles of building a conservative retirement plan for those facing or already in retirement. In 2 consecutive classes we will cover various aspects of retirement planning to increase your awareness of the overall risks associated with longevity, income, retirement preservation and pertinent financial decisions.

This comprehensive course addresses difficult retirement decisions such as Income Planning, Social Security Maximization and pitfalls to avoid. You will learn how to minimize risk and volatility in your portfolio and preserve capital by using financial tools to help you better understand risk, taxes, budgeting and estate planning.

What You Will Learn

  • The truth about annuities and what to be aware of.
  • Why so many retirees are in danger of outliving their money, and steps you can take to avoid it.
  • Understanding the risks involved with different types of investments, and how to allocate assets based on your personal risk tolerance.
  • The sources of retirement income – including updates on Social Security – and how to build a solid retirement income plan of your own.
  • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k and 403b) and how to manage them.
  • Key questions you should ask any financial advisor.
  • Getting your estate in order: understanding wills, trusts, probate and tax-efficient distribution to your heirs.

Who Should Attend

  • Individuals and couples ages 50 to 70.
  • Those who are concerned about our financial markets and want to prepare for the next recession.
  • Investors looking for new perspectives or ideas.
  • Baby Boomers looking for guidance based on recent academic research.

Why Now

  • The 6 basic traditional rules of thumb for retirement may no longer apply.
  • Global market instability and volatility necessitate action.
  • Recent research indicates a different approach to retirement planning can be beneficial.
  • You only get one shot at retirement. Make it count.

September 18 2017

Details

Start: September 18, 2017
End: June 9
Cost: Free
Event Category:

Venue

Fairfield University – Canisius Hall – Room CNS 304

1073 North Benson Road
Fairfield, CT 06824 United States

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Schedule

  • Classes starting
  • Tuesdays  – May 22 & 29 – 7:00 PM – 9:00 PM
  • or
  • Thursdays – May 24 & 31 – 7:00 PM – 9:00 PM
  • or
  • Saturday (Part 1 & 2) – June 9 – 9:00 AM – 1:00 PM
  •  

INSTRUCTORS

Dan Reens

Dan Reens is a Investment Advisor Representative with Horter Investment Management, LLC. He has been the Chief Operating Officer for three companies and has over 25 years’ experience in business management and the finance industry.

Dan specializes in retirement and college financial planning and focuses on putting the client’s best interest first. Dan graduated with a degree in Economics from Boston University.

Rob Brinkman

Rob Brinkman is the Founder of Safe Harbour Retirement, LLC and has been an Investment Analyst for 31 years He studied Business & Finance at the University of Missouri and has an Executive MBA from Harvard University.

Formerly, Rob was a Registered Principal and Senior Vice President for one of the largest Investment/ Insurance companies in the industry. For the past decade Rob has been focusing on tax and money management issues particularly germane to business owners and the high net-worth.


Location Details:
Fairfield University - Canisius Hall - Room CNS 304


Contact: (888)-796-6811


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