ClearTrack Financial Advisors present

Are you ready for Retirement

Classes on Thursdays, Nov. 9 and 16 from 5:30–7:30 pm. in the David and Valerie Black Room (Laun 210) in the Laun Center.

Class (Part1) on Thursday, November 9:

• Myths about how long you’ll work
• What can you be doing to get ready?
• Are your Asset Allocation and mix of accounts correct
• How to think INCOME replacement
• Social Security Maximization review

Class (Part 2) on Thursday, November 16:

• Now that income is covered...
• Healthcare prior to age 65
• Medicare review of supplements & advantage plans
• LTC and other protection conversations
• How to minimize retiree/ beneficiary taxes
• How to do retirement your way

Presented by ClearTrack Financial Advisors: Ryan Bostwick, CIMA®, Financial Advisor RJFS

There is no cost and we strongly encourage you to participate in both nights.

Please register by Thursday, November 2.

Coffee, water and light snacks will be provided. Spouses and partners are invited to participate as well.