LKJ Financial is pleased to offer retirement planning course at local colleges and universities, geared towards individuals and couples ages 50 to 75.

This is a 6-hour course, held over two nights. During its creation, we made sure that this class did not look or feel like a sales pitch, because it’s not one. No products are mentioned EVER and the course is 100% education-only.

Attendees will receive a text book and unbiased information about investment, healthcare, and estate planning as well as tax information and the opportunity to ask questions. Attendees may elect to schedule a one-on-one consultation with Lindsey or Lynne after the class, but they have no obligation to do so.

The course will cover topic such as:

• Defining retirement and what is important to you
• Realistically estimating income & expenses
• Three strategies for creating lifetime income
• Understanding Social Security
• Healthcare planning in retirement
• IRA v. Roth IRA – can you convert? Should you?
• Taxes today and in retirement
• Preserving the value of your estate

Contact us at 713.840.0534 or educationrsvp@lkjfinancial.com if you are interested in registering or learning more about one of our upcoming retirement classes.