Boomer Financial Bootcamp: Mid-Life Planning

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:
Mid-Life Planning

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

Financial Bootcamp for Mid-Life Planning is a two-part series geared toward helping Adults 18-45 years of age understand the issues and challenges of preparing for retirement. If you want information to make sure you are in a better position to make the right decisions for your financial well-being, register to attend our upcoming workshop posted below.

Topics we cover:

  • Understanding the value of your income and how to protect it if you become ill or injured
  • Techniques to reduce or eliminate threats to your income
  • The cost of procrastination
  • Evaluating college funding options
  • Understanding what you need to live on right now and what you will need to retire
  • Understanding retirement savings options, such as:
    • IRAs
    • Roth IRAs
    • 401Ks
    • 403Bs
    • Deferred Annuities
  • Understanding the differences between stocks & bonds vs Mutual funds & ETFs
  • The tax codes and how earnings on investments are taxed
  • Making sure your finances and family are protected by having the appropriate legal documents and life insurance in place
* 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
Mid-Life Planning

Financial Independence Training Room

40900 Woodward Ave., Suite 300 Bloomfield Hills, MI 48304

FOR ADDITIONAL QUESTIONS
248-594-8112
April 09
  • 6:00 pm - 9:00 pm
Thursday, Apr 09
  • 6:00 pm - 9:00 pm (Part 1)
Thursdays, Apr 16
  • 6:00 PM - 9:00 PM (Part 2)
REGISTER