The Changing World of Retirement Planning

Are you overwhelmed by retirement planning? Unsure where to even start? If so, then you need to sign up for Wealth Protection Partners’ retirement class offered either in Murrieta or Temecula. Here we’ll cover many retirement investment vehicles, from IRAs to 401ks. We’ll answer all of your questions and explain any recent changes in retirement investment vehicles you need to know.

Our Workshops Will Tell You How to:

  • Evaluate the impact of the 2018 tax law changes on your retirement
  • Determine if you have enough money for retirement
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of Roth Conversion
  • Maximize Social Security Income
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the 3 basic “pitfalls” of retirement distribution planning
  • And so much more!

Wealth Protection Partners is a retirement planning company that helps you prepare for retirement through offering investment strategies and tax reduction help. We also specialize in helping with Medicare as well. For over 20 years, we’ve been helping those in California and beyond with personalized retirement investment plans. We offer free consultations where we will review your current retirement investment and vehicles, go over your retirement goals, and help you to form a plan to reach them. In addition, we can review your Medicare and discuss important issues of concern, such as long-term care and medication coverage. You can’t afford to wait any longer. Contact us today to get started!

Sign Up Today for The Changing World of Retirement Planning:

January 30, 2020 and Feb 6th 2020 / Tuesdays 6:30 pm or
Feb 4 / Feb 11 6:30 pm

Location:

Murrieta Chamber of Commerce
25125 Madison Ave 108
Murrieta CA 92562

These are 2 part classes

Or:

Saturday Feb 8th 10am to 2pm

Ronald Roberts Temecula Library
30600 Pauba Rd.
Temecula CA 92562

You can call us to reserve your seat at (877) 745-0008, or you can visit our website and sign up HERE today.