Free Retirement Class @ Ponte Vedra Beach Public Library
Taxes and Retirement Class
Where:
Ponte Vedra Beach Public Library
101 Library Boulevard,
Ponte Vedra Beach, FL 32082
When:
Monday, December 4th
at 6:00pm
Who is National Retirement Academy designed for...
Individuals who have recently retired or are preparing for retirement
Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)
Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
Understand the difference between fiduciary and non-fiduciary advice
Learn how to Optimize your Social Security around your assets and pension
How to create a bucket plan strategy with your investments
Why ROTH conversions and TCJA could impact your retirement
National Retirement Academy is a coalition of experienced financial executives throughout the U.S. that are passionate about educating pre and post retirees.
Traditional retirement “planning” consists of a stack of statements, a diversified pie chart, and social security benefits. This course will teach you how to create your own 21st Century Retirement Plan.
The class is designed to provide individuals who have recently retired or are preparing for retirement with accurate and up-to-date retirement education.
National Retirement Academy was created because of that lack of proper financial education on all areas of retirement.
Free Course Tuition
National Retirement Academy is delivered in a classroom style format in 1 ½ hours or less.
National Retirement Academy instructors are licensed and trained financial professionals.
National Retirement Academy does not promote or endorse any specific product or company, and no selling is allowed. National Retirement Academy is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.
Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.
Insurance products and services offered by Liberty Advisory Group, LLC. Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission.
Hosted by Peter Laliberte, an Investment Advisor Representative for Liberty Advisory Group. This course is held all around the country at universities, libraries, and community centers, but is not affiliated with any of these locations.
"The best investment you can make, is an investment in yourself...
The more you learn, the more you'll earn"
- Warren Buffett