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Mid-Life Planning Bootcamps

Financial Education Seminar for Adults

Let us help you build your retirement income strategy

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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 help 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.

* 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 value of your income and how to help protect it if you become ill or injured
  • Techniques to help 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

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.