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Event Details
This class is designed for those people who have money invested in their 401-Ks and their IRAs. We will be covering specific details such as:
1) What to look out for to make sure you do not run out of money.
2) How investing in a 401-K/IRA in a low tax bracket could be giving more money to the I.R.S. than legally required.
3) Should you be using the ROTH option instead of the before tax option?
4) Could you save money by rolling out into a ROTH conversion?
5) Could you be paying for health care expenses with your 401-K/IRA with before tax dollars?
WARNING: This is a computer training class in which you will be logged onto a computer program using the tool favored by financial planners "Money Guide Pro".
You will get access to the program for one year - included in your tuition fee. This program has an annual fee of $300.00. In addition you will also receive all four of Ken Himmlers, training videos valued at $249.00 and his book Live Rich Stay Wealthy, For Women Only priced at $24.95. You will also get up to one hour of personal time with one of our planners or analysts valued at $150.00 (our hourly rate for Senior Analyst)
Total Package:
One Year Subscription through our firm to Money Guide Pro $300.00
All four training videos $249.00
Live Rich Stay Wealthy Book $24.95
One hour of billable time - Free - $150.00
Total Value of Tuition Package $723.95
Your total Tuition $99.00
This class is given by planners and analysts trained directly by Ken Himmler. You will be given a computer to work with on our program to answer all these important questions. The class is approximatley three hours in length and we cover all the issues above plus:
1) How much you need to invest in order to retire at a certain age?
2) How much life, health, disability and liability insurance do you really need?
3) What rate of return do you need to earn to make sure you can retire?
4) What investments should you be using in your 401-K/IRA to assure your retirement?
. The cost is $99 per person (or per maried couple). Bring another person (or couple) and receive $30.00 off for registering a friend!
All tuitions are prepaid and we offer a 100% money back guarantee. If after you have attended the entire class you don't feel that you have gotten your money's worth we will refund you 100% - No questions asked
Once you have paid and registered here, you will be given an opportunity to tell us more about yourself and you specifc financial goals.
Unlike generic financial courses, this class will involve your goals, your needs, and you will walk away with personalized service.
The class will only allow 18 people (or couples) to make sure of this, so regester your seat as soon as possible.
You will be emailed an online questionnaire to complete prior to the class. Once we recieve the questionniare back we will upload it to Money Guide Pro so you will be ready to log in during the class.
At no time will any other participants be able to see or access any of your information.
Where
Manatee Community College Tech Center
Lakewood Ranch
FL
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Hosted By
Integrated Asset Management