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Playing Foosball

Life Planning for Retirement Conference

Format:     3 Days Conference

Date:         26 - 28 December 2022       

Venue:       United State of America – Washington - Tacoma City

Fees:          USD 950.00 per Trainee


Are you excited about your retirement but worried about getting bored and not having enough to do?

Has your work consumed you over the past 30 – 35 years and you are no longer sure what interests you have outside of work?

Are you concerned about a lack of a predictable structure, a different or limited social network or the demands that may be placed on you by your parents or children?

Do you have a pretty good idea of your basic plan but want to make sure all core components are in place?

Are you considering a new career in your retirement and want an opportunity to network and share ideas?

Are you starting out in your career and want to ensure that your career and life plan are in balance with each other?

Conference Outlines:

Section 1: Life Planning for Retirement

  • Traditional vs. new retirement

  • New retirement opportunities

  • Values and objectives in nine areas of life

  • The retirement planning process


Section 2: Retirement Needs & Expenses

  • Early retirement trends

  • How long must your money last?

  • Inflation, prices and purchasing power

  • Retirement expectations

  • How much will you need to retire?

  • Can you retire today?


Section 3: Retirement Roadblocks & Mistakes

  • Ten retirement planning mistakes

  • Financial and cash–flow statements

  • Credit and debt

  • Taxes and marginal tax rates

  • Eleven strategies to save money on taxes

  • Taxable investments

  • Capital gains income tax exclusion

  • Investments with tax advantages

Section 4: Retirement Income Sources

  • Traditional IRAs

  • Roth IRAs

  • IRA to Roth IRA conversions

  • Other retirement income sources

  • Social Security eligibility and benefits

  • Employment income and Social Security

  • Employer–sponsored defined benefit plans

  • Employer–sponsored defined contribution plans

Section 5: Retirement Plan Distributions

  • Retiring or changing jobs?

  • Defined benefit and contribution plans

  • Three important considerations

  • Lump sum vs. IRA transfer vs. annuity payments

  • Rollovers, direct rollovers and transfers

  • Annuity income and choices

  • Early retirement considerations

  • Minimum required distributions

Section 6: Investments

  • Considerations before you invest

  • Cash accounts

  • Stocks and bonds

  • Mutual funds

  • Exchange traded funds

  • Unit investment trusts

  • Individually managed accounts

  • Tax–deferred annuities

  • Investment risk management strategies

Section 7: Risk Management & Asset Protection

  • Disability income insurance

  • Health insurance and Medicare

  • Long–term care and insurance

  • Comparing life insurance

Section 8: Estate Planning

  • Planning for incapacity

  • Taxes

  • A will may not be enough

  • Probate

  • Gifting assets

  • Joint ownership of property

  • Direct transfer assets

  • Benefits of trusts

  • Types of trusts

Call / WhatsApp us for further information and registration of this program.

Mr Hussein (Arabic): +60 11 60724931

Mr Sunny (English): +60 12 6243921



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