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Boomer Financial
Bootcamps

EQUIP YOURSELF TO BUILD YOUR RETIREMENT INCOME STRATEGY

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COURSE INCLUDES: 135 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.

* 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

Register for one of our upcoming events:

There are no upcoming events at this time.

Topics we will 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 help reduce taxes on IRA and 401k withdrawals.*
  • Ways to help 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

Education Centered

We believe families and businesses should have a good working knowledge of the tools and techniques available to efficiently execute strategies to help plan their financial and life goals. 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.