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:

  1. The basics of Medicare eligibility
  2. Social Security election strategies
  3. The difference in the 3 phases of your financial life
  4. The different types of retirement annuities and where they may or may not be appropriate for you
  5. Things to consider if you are working with an insurance agent, broker, retirement income investment advisor, or some combination of all three
  6. Passive, strategic, active, and tactical investment strategies
  7. Required minimum distributions for retirement income
  8. How to properly title your investment and savings accounts