A NON-CREDIT RETIREMENT COURSE OFFERED BY HARFORD COMMUNITY COLLEGE

Retirement Income Planning: Evidence-Based Strategies for Optimizing Financial Success

A COMPREHENSIVE RETIREMENT PLANNING COURSE BROUGHT TO YOU

Event Details

Harford Community College (Darlington Hall)
401 Thomas Run Road
Bel Air, MD 21015
Course Fee: $50

Event Options:

– Tuesdays, February 20 & February 27 at 12:00 p.m.
– Thursdays, March 7 & March 14 at 6:00 p.m.

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*Course payment of $50 per individual or couple is required prior to your event. Instructions will be provided upon registration.

For Baby Boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy. Here’s what we’ll cover:

  • How to implement evidence-based retirement income planning strategies by leveraging the latest technology.
  • Why today’s current economic environment may be the most challenging ever to retire.
  • Strategies to help protect your assets from rising taxes now regardless of the next tax policy.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • Powerful tax strategies that can potentially generate tax-free retirement income.
  • When to claim Social Security in order to minimize tax consequences and maximize your benefits.
  • How to plan for and incorporate RMDs into your retirement income plan. Hint: the SECURE Act has made significant changes that impact RMDs.
  • How to create a customized retirement income & tax strategy tailored to your unique needs & situation.
  • Understanding potential risks that may derail your retirement and how you can avoid them.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement income strategy in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • The changing financial landscape for those approaching retirement.
  • Tips and strategies to help manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ and how they may impact your retirement income.
  • How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
  • Planning for longevity, inflation and future tax increases.
  • How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • How you may be able to create a customized retirement income & tax strategy.

These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Yes, I Want To Attend

Your Presenter

Eric Bowser, ChFEBC®, CRPC®, Chief Retirement Advisor | Safe Harbor Retirement Planners
As President of Safe Harbor Financial Group. and an Investment Advisor Representative for Safe Harbor Retirement Planners, Eric M. Bowser has made it his priority to assist people in finding a reliable and stable way to protect their assets. He shows a passion for his profession which is evident in his dedication to optimize the financial futures of others. Mr. Bowser strives to help inform his clients and accommodate their needs to ensure their confidence in him as their financial advocate. He has ten years of experience helping retirees reach their retirement goals. He strives to understand the unique needs of every client and implement conservative, low-risk plans to ensure a reliable and confident financial future.

Mr. Bowser utilizes an investment formula designed to maximize growth potential while minimizing risk. This unique investment strategy helps increase the likelihood of retirees to meet their retirement income needs. Mr. Bowser completed a business degree at the University of South Florida College of Business with a concentration in Finance and Marketing. He has achieved the designations of Chartered Retirement Planning Counselor (CRPC) and Chartered Federal Employee Benefits Consultant (ChFEBC). Eric enjoys exercising, playing basketball, and golfing. Most of his time is spent with his wonderful wife, Siobhan, and his three intelligent, beautiful, and fun daughters!
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© 2024 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Advisory services are offered by Safe Harbor Retirement Planners a Registered Investment Advisor in the State of Maryland. Insurance products and services are offered through Safe Harbor Financial Group, an affiliated company. Safe Harbor Retirement Planner and Safe Harbor Financial Group are not affiliated with or endorsed by the Social Security Administration or any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.