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New Rules of Retirement Class (February 23 & March 2)


316 S Beltline Blvd
Columbia, SC 29205 United States



March 2


10:30 am - 12:30 pm

This educational event will cover the latest strategies to plan for when your retirement will start, how long it will last, and the retirement lifestyle you want.

This is a 2-day/night educational event.

Are you prepared for the critical new challenges and resulting opportunities?

  • Taxes in retirement: Discover specific taxes you can potentially reduce or possibly eliminate with a tax efficient strategy.
  • Social Security & Medicare: Techniques to help you optimize your Social Security and Medicare decisions.
  • IRA Withdrawals: Learn about the window of opportunity IRA & 401k owners have to leverage 2018 Tax Reform for potentially lower retirement taxes.
  • Investments: Where should you invest for growth, income, and stability?
  • Retirement income: Will you have enough? Strategies to help generate income for life.
  • Long Term Care: Help protect your assets from high costs of long-term care.