Financial Education Program - 2011

Light refreshments will be served

Today, retirement is a journey - a time to explore new possibilities, and a time that could last for 30 years, or more. Most people tend to work to the very end - paying little attention to their retirement income readiness. Then, they attempt to make a host of decisions under a tight time constraint. Planning for and thriving in retirement takes time, some research and many well thought-out decisions. This seminar will help you to reach your long-term objective of a financially secure retirement.

• Work through your retirement needs analysis
• Understand income options: Withdrawing from taxable and tax deferred accounts
• New and expiring income tax provisions: Plan for changing rates, deductions and credits
• Revisit Roth conversions: A smart move, unwise, or much ado about nothing?
• Estate planning considerations

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Light refreshments will be served

Should you consider adding bonds to your portfolio? Why invest in bonds if interest rates are rising? Debunk the myths of individual bond investing. Attend a seminar for investors who want to get more from their bond investing:

• Learn about current key economic and credit market trends
• Dive deeper in bond search and research - going beyond yield
• See how different bond investing strategies can be used to build a bond portfolio

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