Wealth University is our platform for providing financial education to our community.

 

For years we have been educating the public on topics relating to achieving YOUR dream retirement.

 

You can see what upcoming classes we have available to keep yourself educated on navigating your golden years.

Available Classes

Maximizing Social Security

For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement income puzzle. Advance planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime.

 

This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

 

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

 

Event Location:

Location:

Udvar Hazy School of Business (near 400 S. 1000 E.)
Room: 121
225 S. 700 E.
St. George, UT 84790

 

Principles of Retirement Planning Workshop

The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects of financial decisions, and more, while highlighting the ABC Investing Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation and tactical management models to help mitigate exposure to risk. This course also covers issues in income planning, how to find appropriate financial professional help, and principals of sound financial decisions. It is not designed to give specific solutions to individual needs.

 

Objectives

 

  1. Understand five major risks associated with funding retirement
  2. Understand five financial myths in retirement
  3. How to strategically allocate your assets
  4. Learn the issues involved in risk management in retirement
  5. Learn the theory behind tactical money management
  6. Develop an income plan to fund your quality of life in retirement
  7. How to find a financial professional that fits you
  8. Know what questions to ask a potential advisor
  9. Learn how to make strategic retirement decisions
  10. Determine your own personal risk tolerance

 

Location:

Udvar Hazy School of Business (near 400 S. 1000 E.)
Room: 121
225 S. 700 E.
St. George, UT 84790

 

What Are Your Travel Plans for 2020?

Register below for our free upcoming class on travel during retirement!

You have spent your whole life working so you can live the retirement of your dreams, but what does that mean? According to a poll from the TransAmerica Center for Retirement Studies, traveling is the number one goal for retirees. Whether traveling for you means relaxing on a beach, site-seeing around the world, or setting sail on a cruise ship; planning your trips can be expensive, stressful and time-consuming.

 

JOIN US, along with Celece Krieger from The Travel Connection for a free educational class that will offer the knowledge and tools you need to make the most of your retirement travels.

 

Class Objectives:

  • Getting the best bang for your buck when traveling during retirement
  • Different vacation types
  • What can you expect to spend for each vacation type?
  • Planning and resources to make your travel unforgettable and worry free

Retirement & Wealth Preservation Workshop

WORKSHOP TOPICS

• How to put all the pieces of your retirement puzzle together to accomplish your retirement goals
• Learn about the impacts and opportunities of the new tax law
• How to design and protect your future retirement income system
• How to optimize your Social Security income benefits and reduce tax costs on Social Security, investments and IRA distributions
• How to maintain control and protect your family assets through proper estate planning
• Learn how to reduce taxes and take advantage of tax reduction strategies through proper tax diversification
• How to prepare for the potential high cost of long term care needs, and how to keep your assets from being depleted

 

WHO SHOULD ATTEND

The workshop material is designed for those currently
retired or near retirement and who are serious about
gaining current money management knowledge. This
workshop provides information you can use today
to improve your financial well-being. The material is
equally relevant for single people and couples.

COMING SOON!

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