Welcome
The New Rules of Retirement Planning
Let's plan your brighter future!
*Please create a separate booking for each anticipated guest to ensure an accurate headcount.*
About:
Why you should attend The New Rules of Retirement Planning:
If you’re like most people in or near retirement, you probably get invited to “free dinner seminars” all the time.
This. Is. Totally. Different.
In collaboration with the Association of Financial Educators, our non-profit seminar is designed to provide far more value than the regular seminar. You’ll get real, in-depth training on all the retirement planning topics you need in an educational environment without the high-pressure pitch!
Our seminar will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. Along with the 2-hour course, we invite you to have a complimentary Strategy Session with a trusted advisor.
- Learn how to optimize different types of retirement accounts to maximize cash flow
- Find out how you can reduce or eliminate unanticipated estate expenses
- Discover the impact that tax law changes will have on your retirement income
- Discover how to avoid the pitfalls of taking retirement income distributions.
Maximize Social Security
Discover which of the 567 ways to claim will get you the most from your hard-earned benefits.
Combat Market Volatility
Learn ways you can reduce or eliminate market losses, and discover the truth about “buy and hold.”
Reduce Tax Risk
See how you may be able to reduce your #1 lifetime expense, taxes, with today’s unique tax-planning strategies.
Estate Planning 101
Understand the process that ensures your assets stay with your family (not the IRS and the courts).
Retirement Healthcare
Get clear on your retirement healthcare options without buying expensive Long Term Care insurance.
Income Planning
Create an income plan to help you avoid what most Americans fear: Running out of money in retirement.
Subscribe
Can't attend our seminar but want to? Sign up now to be the first to learn about future seminars in your area as they're scheduled!
Frequently Asked Questions:
Please reach out to info@rsvpflorida.com if you cannot find the answer to your question.
Feel free to either call us at 561-532-677, or email info@rsvpflorida.com with any questions you have!
Of course! Bring as many guests as you'd like - but please create a separate booking for each to ensure we remain within capacity.
The New Rules of Retirement Planning is a live and interactive retirement planning course for adults in or near retirement. You will be able to interact with fellow classmates, as well as the instructor, in person.
The course is meant to be experienced live so that you can interact with the instructor and fellow classmates. Classes are not recorded for replay viewing.
Call 561-532-4777 or email info@rsvpflorida.com to cancel or get rescheduled for a later class date. If none are available, subscribe to be the first to learn of new events as they're scheduled!
Recent Events:
2/8/25
Seminar: The New Rules of Retirement Planning at Keiser University
10:00am
-
12:00pm
Port St. Lucie
Event Details
2/8/25
Seminar: The New Rules of Retirement Planning at Keiser University
What you learned about retirement may no longer be relevant in today’s volatile environment, and the steps your parents took to retire might...
10:00am
-
12:00pm
Port St. Lucie
2/6/25
Seminar: The New Rules of Retirement Planning at Keiser University
6:30pm
-
8:30pm
Port St. Lucie
Event Details
2/6/25
Seminar: The New Rules of Retirement Planning at Keiser University
What you learned about retirement may no longer be relevant in today’s volatile environment, and the steps your parents took to retire might...
6:30pm
-
8:30pm
Port St. Lucie
Contact Us
Recently Attended our Seminar?
All registrants are entitled to a free, complimentary strategy session in collaboration with the Association of Financial Educators.
Send us a message and tell us more about your financial goals and needs. On average, people who redeemed these free sessions saved about 1-5% of their total wealth after finding gaps in their financial plans.
Our Office
2101 Vista Parkway, Suite 118, West Palm Beach, Florida 33411, United States
Hours
Open today | 09:00 am – 05:00 pm |
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