Success in the New Retirement

Success in the New Retirement

Wednesday, March 18th

6:00 – 8:30 PM

Chandler Gilbert Community College

Ironwood Building – Room 227

Wednesday, March 25th

6:00 – 8:30 PM

Glendale Community College

High Tech Annex (HTA) – Room 103

Thursday, March 26th

6:00 – 8:30 PM

Mesa Community College – Red Mtn Campus

Rosewood Building – Room 104

Thursday, March 26th

6:00 – 8:30 PM

Glendale Community College

High Tech Annex (HTA) – Room 103

CALL

480-416-3830

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Workshop Registration

The rules for a retiring generation of baby boomers have changed. Discover how those changes can affect you as you prepare for a prosperous retirement.

ABOUT THE COURSE

The Changing Landscape of Retirement

  • Financial issues facing the Social Security program
  • Possible changes to the program and how it can impact you
  • Potential issues that could impact your pension
  • Protections in place to guard your pension

 

Estate & Long-Term Care Planning

  • The probate process and how to avoid it
  • Wills vs. trusts
  • The other recommended necessary legal documents
  • Protecting your assets from taxes and spend-down requirements
  • How a long-term care event may affect your retirement
  • Medicaid spend-down rules
  • Alternatives to help pay for long-term care

Your Money and the New Retirement

  • Emotions and investing
  • Different types of securities and annuities
  • How to accumulate money effectively in retirement accounts
  • Investing at different stages of life and how to avoid common pitfalls
  • The impact of losses on your portfolio and the keys to protecting your money
  • Average vs. actual returns and how it can impact your retirement accounts

 

Maximizing Your Resources

  • Social Security maximization strategies
  • Lump sum vs. monthly payouts from your pension
  • How to generate income efficiently during retirement
  • How to build a financial plan to last as long as you do
  • Understand the impact of fees on your investments
  • How rising taxes may impact your retirement and how to keep more of your money
  • How to identify the fees you are paying and strategies to lower them

Protecting Against Market Loss

  • The impact of a dramatic market loss in retirement
  • Is “buy and hold” appropriate in retirement?
  • How to guard your assets from stock market volatility
  • Why “asset allocation” alone may not be enough
  • Learn why your 401(k) and IRA might be losing value
  • Risk vs. return and how to determine the appropriate risk level for your accounts

 

Meet Your Instructors

Damon Roberts | Founder

Damon Roberts founded Acute Wealth Advisors in 2001 with the goal of helping individuals prepare for and enjoy their retirement years. As a registered investment advisor and licensed insurance producer, Damon has worked with clients to create financial solutions that encompass tax optimization, estate management, and Social Security maximization. Damon has educated thousands of seniors about retirement and feels strongly about helping people help themselves. This passion for educating has led him to give back through a 501(c)3 non-profit organization called the Foundation for Financial Education, which is focused on educating communities about relevant financial issues. Damon has six children and loves to be involved in their many activities.

Matt Deaton | Partner

Matt Deaton joined Acute Wealth Advisors in 2008, bringing his experience and background in management, marketing, and customer relations. Matt graduated summa cum laude from Arizona State University with a Bachelor of Science in finance. He later returned to Arizona State and earned a Master of Business Administration. With contributions from Damon, Matt authored the book "Success in the New Retirement" which provides insights and keys to successfully navigate retirement in today’s world. As a registered investment advisor, Matt works with clients as a fiduciary to develop financial plans to help them reach their goals. He and his wife have three wonderful children and love living in Arizona.

Upcoming Courses

Wednesday, March 18th

Chandler Gilbert Community College
6:00 – 8:30 PM

Ironwood Building – Room 227

Wednesday, March 25th

Glendale Community College
6:00 – 8:30 PM

High Tech Annex (HTA) – Room 103

Thursday, March 26th

Mesa Community College – Red Mtn Campus
6:00 – 8:30 PM

Rosewood Building – Room 104

Thursday, March 26th

Glendale Community College
6:00 – 8:30 PM

High Tech Annex (HTA) – Room 103

Contact Us

Office Location:

4856 East Baseline Road
Suite 104
Mesa, AZ 85206

P: (480)-416-3830

Class Location:

Mesa Community College
Red Mountain Campus
7110 East McKellips Road
Mesa, AZ 85207

Class Location:

Gendale Community College
6000 W Olive Ave
Glendale, AZ 85302

Class Location:

Chandler-Gilbert Community College
2626 East Pecos Road
Chandler, AZ 85225

Class Location:

Red Mountain Multigenerational Center
7550 E Adobe St
Mesa, AZ 85207