Farmington Public Schools

This in-depth three session course offers retirees or people thinking about retiring the opportunity to plan for a confident retirement. You’ll learn strategies designed with a goal to help generate a steady income, help safeguard your assets from erosion, reduce taxes, and provide a more confident retirement for you and your spouse. This seminar is designed for retired individuals and couples, and those planning on retiring in the next five to ten years. You will also learn how to make best use of your employer’s retirement plan, evaluate lump-sum distribution options, and help potentially reduce estate taxes through proper estate planning strategies. You’ll also learn about various types of annuities. In addition, we will cover Social Security, Medicare, and ways to provide asset allocation to properly position your assets to your objectives, risk tolerance, and prior investment experience. A spousal guest is included at no cost but must register. There is no assurance provided that the financial concepts and strategies discussed will provide investment success. Investments are subject to market fluctuation, risk, and potential loss of principal. Actual results depend on many factors as discussed in the seminar. Securities offered through LPL Financial, Member FINRA/SIPC.