Taxes In Retirement 

Being Conducted at

Indiana Wesleyan University

Offered Through The Prepare Institute, A Non-Profit Organization

Limited seating available

An Educational Class for Adults Age 55-70

Taxes In Retirement
Being Conducted At
Indiana Wesleyan University

Offered Through The Prepare Institute, 
A Non-Profit Organization

Limited seating available

An Educational Class for Adults Age 55-70

Here's What You'll Learn
In today’s ever changing political environment, tax rates in the future may be drastically different than they are today. Our tuition-free class will focus on strategies to minimize the high impact of taxation over the rest of your lifetime.
  • Avoid a 50% penalty tax on your required minimum distributions (common advisor mistake)
  • Build a tax-free retirement
  • ​Minimize the taxation of your social security benefits
  • ​Properly diversify your tax risk among the three taxation structures
  • ​Properly use estate planning techniques to lessen or eliminate the tax burden to your heirs
  • ​Details of the new Secure Act Law Including:
  • - How it can and will affect your retirement plan
  • - New required minimum distribution ages and Stretch IRA rules
  • - How to minimize the taxation affects of this law for your heirs

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Here's What You'll Learn
In today’s ever changing political environment, tax rates in the future may be drastically different than they are today. Our tuition-free class will focus on strategies to minimize the high impact of taxation over the rest of your lifetime.
  • Avoid a 50% penalty tax on your required minimum distributions (common advisor mistake)
  • Build a tax-free retirement
  • ​Minimize the taxation of your social security benefits
  • ​Properly diversify your tax risk among the three taxation structures
  • ​Properly use estate planning techniques to lessen or eliminate the tax burden to your heirs
  • ​Details of the new Secure Act Law Including:
  • - How it can and will affect your retirement plan
  • - New required minimum distribution ages and Stretch IRA rules
  • - How to minimize the taxation affects of this law for your heirs
Register Today!
CUSTOM JAVASCRIPT / HTML

Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come-first-serve basis.

Three Course Options to Choose From

Thursday, September 16th
DATE/TIME
Thur, Sep 16th, 2021
6:30pm - 8:30pm
Tuesday, September 21st
DATE/TIME
Tue, Sep 21st, 2021
6:30pm - 8:30pm

Seating is limited, so please RSVP soon.
Once the class is full, wait listing will be done on first come, first served basis.

COURCE INSTRUCTOR
Scott Searles
Indiana Wesleyan University
4100 Rockside Road
Independence, OH 44131

Three Course Options to Choose From

Thursday, September 16th
DATE/TIME
Thur, Sep 16th, 2021
6:30pm - 8:30pm
Tuesday, September 21st
DATE/TIME
Tues, Sep 21st, 2021
6:30pm - 8:30pm

Seating is limited, 
so please RSVP soon.

Once the class is full, wait listing will be done on first come, first served basis.

COURCE INSTRUCTOR
Scott Searles
Indiana Wesleyan University
4100 Rockside Road
Independence, OH 44131

Map of Course Location

CUSTOM JAVASCRIPT / HTML

Map of Course Location

CUSTOM JAVASCRIPT / HTML
PREPARE®
For What’s Next.
The Path to Retirement Has Never Been More Complex. With constant tax law changes, an uncertain future for Social Security, volatile financial markets, and the shift toward employee-directed retirement plans, finding the best retirement strategies to suit your goals is becoming more and more difficult. PREPARE® retirement education and planning courses are designed to deliver comprehensive, objective financial planning concepts that can be applied to various retirement scenarios, including savings longevity, tax planning, healthcare insurance, inflation and market volatility, among many others. These highly interactive courses offer an engaging learning approach to the almost endless questions surrounding retirement in today’s complicated environment. After completing a PREPARE® course, you’ll walk away with a financial blueprint for your unique retirement objectives, based on measured results. 
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.  
By submitting your registration, you agree to our Privacy Policy.
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.  
By submitting your registration, you agree to our Privacy Policy.