Understanding Your Retirement Plan
Get answers to your retirement income planning questions!
This is a comprehensive financial education course offered by Sam Cook, a Regency Wealth Management financial adviser.
During our retirement planning class you’ll be able to learn:
- The basics of Medicare eligibility
- Social Security election strategies
- The difference in the 3 phases of your financial life
- The different types of retirement annuities and where they may or may not be appropriate for you
- Things to consider if you are working with an insurance agent, broker, retirement income investment advisor, or some combination of all three
- Passive, strategic, active, and tactical investment strategies
- Required minimum distributions for retirement income
- How to properly title your investment and savings accounts