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White Paper: An Age Guide for Your Retirement Timeline

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WORKSHOP TOPICS

Retirement And Taxes

Understanding the New Tax Laws & How They Impact Your Retirement.

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Social Security and Retirement Income

Learn about many common mistakes people make when signing up for Social Security and in preparing their finances for the future.

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Medicare

Medicare is a complicated program. It is to your benefit to understand how programs work and how you can maximize your benefits. Wisely managing your Medicare benefits starts with understanding the facts.

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Social Security

Uncover little known Social Security strategies to optimize your lifetime benefits and key factors you need to know before filing for Social Security. Avoid common mistakes.

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Will Awareness

The importance of having the right legal documents like a will, a trust, or powers of attorney at the right time

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The Baby Boomer Dilemma

Learn what the nation’s top economic minds have to say about America’s retirement future.

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ABOUT US

Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one on one with our specialists.

FAQ

Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity.
These educational events are complimentary to all who attend.
With so much confusion and complexity as you near retirement and, 10,000 baby boomers retiring every day for the next 12 years, you should attend a workshop NOW! Get the facts before you make a mistake.
Simple. Financial literacy and retirement planning resources are scarce in American society. Our mission is to provide Americans with the resources to make confident retirement decisions based on factual data.