retirement education with you in mind

Your Baby Boomer Basics course with financial educator, Ian Maxwell

Hosted by
Ian Maxwell

Broadcast has ended. You may watch the replay!

July
15
Wednesday
July 15th
12:00 pm PDT

Forget everything you were told about retirement.


Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby boomer generation and on likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education.


You’ll discover how to navigate this new landscape and better achieve your retirement goals. If you’re recently retired or nearing retirement, you may find our licensed financial professional’s knowledge and experience beneficial. We want you to leave our workshop feeling more prepared and ready than ever for life after work.


You'll discover information about:

New Federal Tax Codes & Standard Deductions

Retirement Income

Estate Planning

Health Care, Long Term Care & Life Insurance

Social Security

Financial Tools

July
15
Wednesday
July 15th
12:00 pm PDT