McEwen Hall

This is a 2-night course! Hey there! Are you ready to start planning for your retirement but not sure where to begin? Join us at Retirement Planning University at Queens University where we will cover everything you need to know to start preparing for your golden years. From investment strategies to healthcare options, we've got you covered! Date: 2 nights // September 16th & September 17th Time: 6:00 PM Location: McEwen Hall - Room 120 Come join us for a fun and informative evening of retirement planning. See you there! CLICK BELOW FOR EASY DIRECTIONS Click - Directions to the Venue Click - Directions to Parking Click - Walking Directions to the Classroom Looking for upcoming events in your area? Navigate to the Retirement Planning University Eventbrite Page for a list of all scheduled events. Want to join us in the future? Follow the Retirement Planning University Eventbrite Page to receive timely updates on newly posted events. Can't find an event in your area? Reach out to us! By email: info@retirementplanninguniversity.com By phone: 844-476-7353 One of our representatives will be happy to assist you! Looking for more info about Retirement Planning University? Find us at www.retirementplanninguniversity.com for all things RPU! Why you should attend Retirement Planning University: If you’re like most people in or near retirement, you probably get invited to “free dinner seminars” all the time. This. Is. Totally. Different. Retirement Planning University is a non-profit designed to provide far more value than the regular dinner seminar. You’ll get real in-depth training on all the retirement planning topics you need in an educational environment, without the high-pressure pitch! Retirement Planning University will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. Along with the 2-night course we invite you to have a complimentary Strategy Session with a trusted advisor. Learn how to optimize different types of retirement accounts to maximize cash flow Find out how you can reduce or eliminate unanticipated estate expenses Discover the impact that tax law changes will have on your retirement income Discover how to avoid the pitfalls of taking retirement income distributions Maximize Social Security Discover which of the 567 ways to claim will get you the most from your hard-earned benefits Combat Market Volatility Learn ways you can reduce or eliminate market losses, and discover the truth about “buy and hold” Reduce Tax Risk See how you may be able to reduce your #1 lifetime expense, taxes, with today’s unique tax-planning strategies Estate Planning 101 Understand the process that ensures your assets stay with your family (not the IRS and the courts) Retirement Healthcare Get clear on your retirement healthcare options without buying expensive Long Term Care insurance Income Planning Create an income plan to help you avoid what most Americans fear: Running out of money in retirement Disclosures: Included in your tuition is the opportunity to meet one-on-one with the course instructor to address your personal questions and apply the course material to your specific situation. This is the equivalent of “Office Hours” in a university setting. This session is not mandatory, but has been described by many as the highlight of the course. Retirement Planning University® is a non-profit organization. It is not sponsored or presented by any accredited University. If you are a Financial Advisor, we ask as a professional courtesy that you do not register for this course. If you are a Financial Advisor and would like to attend as a training course, there is a $2500.00 registration fee for your attendance. Advisory services through Strategic Wealth Investment Group (SWIG), a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Insurance products offered through Strategic Wealth Designers (SWD). SWIG and SWD are affiliated but separate entities. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Retirement Planning University® is intended for educational purposes and does not constitute the rendering of investment advice or specific recommendations on investment activities and trading. Retirement Planning University® is not an actual accredited university. Investment Advisory Services offered through Strategic Wealth Investment Group, LLC, a Registered Investment Advisor. Individual responses to persons involving either a securities transaction or personalized investment advice for compensation will not be made w