Boomer Financial Bootcamp

Build, preserve and transfer wealth

Equip yourself to build your retirement income strategy

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Education Centered

We believe families and businesses should have a good working knowledge of the tools and techniques available to efficiently execute strategies to secure their financial and life’s objectives. We do this by providing continued education and personal growth opportunities as we corporately navigate life’s challenges and victories. Our comprehensive courses are designed to equip you for all major financial decisions.

Register for one of our upcoming events

Boomer Financial Bootcamp

COURSE INCLUDES: 160 PAGE COMPREHENSIVE WORKBOOK & COMPLIMENTARY INDIVIDUALIZED STRATEGY SESSION WITH BILL KUMM

Boomer Financial Bootcamp is a two-part series that covers topics to help you feel confident with your retirement plan. If you are nearing retirement or currently retired, and want information unique to today’s financial challenges and opportunities, register to attend our upcoming workshops listed below.

Topics we cover:

  • Understanding the three phases of your financial life.
  • Investing in uncertain times.
  • Understanding benefits in shortcomings in various investment tools.
  • Building a retirement income strategy.
  • Should you take the lump sum or monthly pension.
  • Developing your investment policy.
  • Strategies to reduce taxes on IRA and 401k withdrawals.*
  • Ways to reduce or eliminate capital gains taxes.*
  • Basic estate planning documents everyone needs.
  • How to avoid probate without a trust.
  • When a trust makes sense.
  • The complicated rules for required distributions.
  • Understanding Roth IRAs, including new conversion options.
  • Plan for the threat of Long-Term Care without traditional insurance.
  • Protecting assets from predators and creditors.
  • Understanding Annuities
* IRA tax deductibility and contribution eligibility may be restricted if your income exceeds certain limits.
* Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional
Boomer Financial Bootcamp

MSU Education Center

811 WEST SQUARE LAKE ROAD | TROY, MI 48098 AMPHITHEATRE 101

FOR ADDITIONAL QUESTIONS
248-594-8112
September 26
  • 6:00 pm - 9:00 pm
Thursday, Sep 26
  • 6:00 pm - 9:00 pm (Part 1)
Thursday, Oct 03
  • 6:00 PM - 9:00 PM (Part 2)
REGISTER
Boomer Financial Bootcamp

Bloomfield Twp. Library

1099 Lone Pine Rd. Bloomfield Twp., MI 48302 (Leslie Hargrove Room)

FOR ADDITIONAL QUESTIONS
248-594-8112
October 17
  • 6:00 pm - 9:00 pm
Thursday, Oct 17
  • 6:00 pm - 9:00 pm (Part 1)
Thursday, Oct 24
  • 6:00 PM - 9:00 PM (Part 2)
REGISTER
Boomer Financial Bootcamp

Oakland Community College (Auburn Hills Campus)

2900 Featherstone Rd. Auburn Hills, MI 48326 M-Tec Building at Squirrel Rd. Entrance Room M-242

FOR ADDITIONAL QUESTIONS
248-594-8112
October 29
  • 6:00 pm - 9:00 pm
Tuesday, Oct 29
  • 6:00 pm - 9:00 pm (Part 1)
Tuesday, Nov 05
  • 6:00 PM - 9:00 PM (Part 2)
REGISTER