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Retirement Strategies Made Easy
Workshop in West Palm Beach

Learn how income planning, investment strategy, and tax considerations may impact your retirement.

Retirement strategies made easy

Tuition: $49 – Includes admission for two and two copies of The Road Less Taxed, plus educational materials.

Contact Information
All Courses Held At:
Keiser University
West Palm Beach Campus
2085 Vista Pkwy, Room 105
West Palm Beach, FL 33411
(Please note that access to the campus is located off Jog Road).
Includes admission for two and two copies of The Road Less Taxed.

Seats are limited. We will contact you to confirm your registration. If we contact you 2X and are unable to confirm your registration, you will not be considered registered for the workshop

By submitting your personal information, you consent to be contacted by Florida Adult Education staff and financial professionals regarding our workshops, and your financial strategy for retirement.

Register Below!

In this educational workshop, we’ll cover key topics that may impact your retirement:

  • Income Planning: Where will your retirement paycheck come from, and will it last? Learn how different income sources work together and what to consider when creating a reliable income plan.
  • Sequence of Returns: What happens if the market drops early in retirement? Understand how timing and withdrawals may impact your income and long-term plan.
  • Wealth Management: How should your investments be structured in retirement? Explore how market changes and volatility may influence your overall strategy.
  • Tax Planning: How could taxes affect your retirement income? Learn how different income sources may be taxed, when strategies like Roth conversions may or may not make sense, and what to consider when planning for tax-efficient income and wealth transfer.
  • Future Tax Law Changes: Could future changes impact your retirement plan? Understand how evolving tax laws may affect income and planning decisions over time.

Workshop Registration form

Contact Information

Seats are limited. We will contact you at your preferred method of contact to confirm your registration. If we contact you 2X and are unable to confirm your registration, you will not be considered registered for the workshop.

By submitting your personal information, you consent to be contacted by Florida Adult Education staff and financial professionals regarding our workshops, and your financial strategy for retirement.